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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 | $145,431-4.2% | $211,142-34.0% | $87,485+59.2% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.3%+8.3pp | 68.9%+26.7pp |
| Annual return | 9.93% | 27.21%-17.3pp | 46.84%-36.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $7,149 | $4,662+53.4% | $6,442+11.0% | $2,596+175.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $488 | $17,052-97.1% | $19,076-97.4% | $7,775-93.7% |