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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 | $140,896 | $124,425+13.2% | $112,040+25.8% | $137,256+2.7% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 6.96% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $8,845 | $3,411+159.3% | $2,954+199.4% | $4,156+112.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $139,461 | $15,207+817.1% | $12,098+1052.8% | $12,270+1036.6% |