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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 | $115,010 | $103,392+11.2% | $87,104+32.0% | $152,897-24.8% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 4.29% | 28.10%-23.8pp | 28.19%-23.9pp | 345.43%-341.1pp |
| Employer contribution / active EE | $6,250 | $3,221+94.0% | $2,521+147.9% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,495 | $12,194-87.7% | $7,491-80.0% | $11,599-87.1% |