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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 | $164,974 | $46,534+254.5% | $64,097+157.4% | $75,177+119.4% |
| Participation rate | 94.8% | 65.9%+28.9pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 8.02% | 26.07%-18.0pp | 33.75%-25.7pp | 160.75%-152.7pp |
| Employer contribution / active EE | $9,969 | $1,976+404.5% | $2,750+262.5% | $2,671+273.2% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,922 | $2,957-1.2% | $3,070-4.8% | $5,651-48.3% |