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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 | $191,998 | $88,672+116.5% | $105,223+82.5% | $82,448+132.9% |
| Participation rate | 96.1% | 67.9%+28.2pp | 75.0%+21.0pp | 68.1%+28.0pp |
| Annual return | 11.27% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $10,213 | $3,048+235.1% | $3,689+176.9% | $2,551+300.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,884 | $7,146+10.3% | $8,859-11.0% | $7,234+9.0% |