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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 | $152,264 | $97,648+55.9% | $121,663+25.2% | $87,485+74.0% |
| Participation rate | 96.3% | 70.5%+25.8pp | 74.5%+21.8pp | 68.9%+27.4pp |
| Annual return | 6.97% | 18.03%-11.1pp | 147.54%-140.6pp | 26.06%-19.1pp |
| Employer contribution / active EE | $2,429 | $2,300+5.6% | $3,020-19.6% | $2,596-6.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,180 | $11,100-71.3% | $14,289-77.7% | $7,775-59.1% |