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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 | $217,355 | $87,059+149.7% | $105,608+105.8% | $80,925+168.6% |
| Participation rate | 97.4% | 70.4%+26.9pp | 75.3%+22.1pp | 67.7%+29.7pp |
| Annual return | 3.87% | 17.05%-13.2pp | 116.50%-112.6pp | 35.65%-31.8pp |
| Employer contribution / active EE | $17,846 | $2,396+644.7% | $3,167+463.5% | $2,756+547.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,612 | $8,443+13.8% | $11,028-12.8% | $6,940+38.5% |