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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 | $147,111 | $102,422+43.6% | $147,1170% | $80,959+81.7% |
| Participation rate | 86.9% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 6.46% | 135.16%-128.7pp | 420.54%-414.1pp | 35.67%-29.2pp |
| Employer contribution / active EE | $4,440 | $3,717+19.4% | $4,932-10.0% | $2,757+61.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,751 | $7,953+72.9% | $12,993+5.8% | $6,925+98.6% |