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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,948 | $89,259+169.9% | $107,187+124.8% | $82,637+191.6% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 1.44% | 21.02%-19.6pp | 204.55%-203.1pp | 53.51%-52.1pp |
| Employer contribution / active EE | $15,413 | $3,080+400.4% | $3,782+307.5% | $2,552+503.9% |
| Participant deferral / active EE | $7,437 | $4,037+84.2% | $5,096+45.9% | $4,126+80.2% |
| Admin fee / account holder | $10,878 | $7,381+47.4% | $9,162+18.7% | $7,339+48.2% |