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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 | $156,671 | $106,974+46.5% | $90,796+72.6% | $138,895+12.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 8.34% | 20.10%-11.8pp | 19.29%-11.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,316 | $2,609-49.6% | $2,294-42.6% | $4,194-68.6% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,088 | $8,626+5.4% | $7,024+29.4% | $12,562-27.7% |