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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 | $112,138 | $81,487+37.6% | $102,412+9.5% | $80,935+38.6% |
| Participation rate | 77.6% | 66.8%+10.8pp | 74.5%+3.1pp | 67.7%+10.0pp |
| Annual return | 8.64% | 25.60%-17.0pp | 24.94%-16.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $10,167 | $3,103+227.7% | $3,870+162.7% | $2,757+268.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,600 | $6,717+13.1% | $8,388-9.4% | $6,924+9.8% |