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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 | $149,273 | $81,476+83.2% | $102,383+45.8% | $80,925+84.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 7.74% | 25.59%-17.9pp | 24.94%-17.2pp | 35.65%-27.9pp |
| Employer contribution / active EE | $15,682 | $3,105+405.1% | $3,870+305.2% | $2,756+469.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,982 | $6,717+3.9% | $8,391-16.8% | $6,940+0.6% |