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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 | $100,930 | $78,670+28.3% | $109,173-7.6% | $85,847+17.6% |
| Participation rate | 94.3% | 68.3%+26.1pp | 75.9%+18.5pp | 69.3%+25.0pp |
| Annual return | 9.32% | 25.09%-15.8pp | 25.75%-16.4pp | 318.61%-309.3pp |
| Employer contribution / active EE | $10,262 | $2,734+275.4% | $3,723+175.6% | $2,565+300.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,237 | $5,469+14.0% | $6,755-7.7% | $6,261-0.4% |