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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 | $139,265 | $146,267-4.8% | $197,124-29.4% | $82,448+68.9% |
| Participation rate | 95.6% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.5pp |
| Annual return | 9.93% | 29.61%-19.7pp | 44.34%-34.4pp | 41.64%-31.7pp |
| Employer contribution / active EE | $7,149 | $4,723+51.4% | $6,227+14.8% | $2,551+180.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $488 | $14,422-96.6% | $16,298-97.0% | $7,234-93.3% |