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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 | $216,896 | $60,349+259.4% | $74,184+192.4% | $62,881+244.9% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | -0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $9,752 | $1,680+480.4% | $2,370+311.5% | $2,281+327.6% |
| Participant deferral / active EE | $5,582 | $2,856+95.4% | $3,550+57.2% | $3,203+74.3% |
| Admin fee / account holder | $5,877 | $4,261+37.9% | $5,586+5.2% | $4,296+36.8% |