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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 | $132,070 | $85,766+54.0% | $136,295-3.1% | $70,131+88.3% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 12.39% | 31.45%-19.1pp | 5155.97%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $7,813 | $2,966+163.4% | $4,695+66.4% | $2,342+233.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,038 | $5,420-62.4% | $9,243-78.0% | $4,645-56.1% |