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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 | $157,255 | $56,060+180.5% | $76,002+106.9% | $80,874+94.4% |
| Participation rate | 93.2% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 3.84% | 20.54%-16.7pp | 360.07%-356.2pp | 35.62%-31.8pp |
| Employer contribution / active EE | $14,786 | $1,873+689.3% | $2,688+450.0% | $2,756+436.6% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,031 | $5,237+15.2% | $6,414-6.0% | $6,935-13.0% |