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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 | $55,889+181.4% | $76,119+106.6% | $80,935+94.3% |
| Participation rate | 93.2% | 62.1%+31.1pp | 69.1%+24.1pp | 67.7%+25.5pp |
| Annual return | 3.84% | 20.58%-16.7pp | 361.25%-357.4pp | 35.66%-31.8pp |
| Employer contribution / active EE | $14,786 | $1,866+692.4% | $2,693+449.1% | $2,757+436.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,031 | $5,241+15.1% | $6,421-6.1% | $6,924-12.9% |