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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 | $148,530 | $110,137+34.9% | $161,149-7.8% | $82,637+79.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.66% | 20.69%-11.0pp | 21.16%-11.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $8,584 | $2,856+200.6% | $4,360+96.9% | $2,552+236.3% |
| Participant deferral / active EE | $7,221 | $4,575+57.9% | $6,153+17.4% | $4,126+75.0% |
| Admin fee / account holder | $2,448 | $9,467-74.1% | $15,194-83.9% | $7,339-66.6% |