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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 | $103,093 | $78,423+31.5% | $95,964+7.4% | $79,856+29.1% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 9.26% | 19.37%-10.1pp | 91.64%-82.4pp | 31.71%-22.4pp |
| Employer contribution / active EE | $10,275 | $1,945+428.2% | $2,541+304.3% | $2,471+315.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,584 | $5,622+70.5% | $6,797+41.0% | $5,306+80.6% |