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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 | $163,586 | $75,807+115.8% | $116,096+40.9% | $86,983+88.1% |
| Participation rate | 82.9% | 66.9%+16.0pp | 73.3%+9.5pp | 69.5%+13.3pp |
| Annual return | 4.15% | 18.57%-14.4pp | 326.25%-322.1pp | 25.83%-21.7pp |
| Employer contribution / active EE | $5,544 | $1,892+193.0% | $2,503+121.4% | $2,584+114.5% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,695 | $6,659+45.6% | $7,704+25.8% | $7,856+23.4% |