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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 | $112,085 | $93,589+19.8% | $135,942-17.5% | $75,181+49.1% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 14.35% | 30.90%-16.6pp | 68.28%-53.9pp | 160.69%-146.3pp |
| Employer contribution / active EE | $6,489 | $3,537+83.4% | $4,858+33.6% | $2,671+143.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,220 | $6,977+3.5% | $10,764-32.9% | $5,650+27.8% |