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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 | $137,239 | $98,776+38.9% | $149,745-8.4% | $79,856+71.9% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 6.37% | 27.38%-21.0pp | 276.72%-270.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $10,284 | $3,217+219.6% | $4,646+121.4% | $2,471+316.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,848 | $6,053-3.4% | $9,312-37.2% | $5,306+10.2% |