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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 | $154,063 | $114,712+34.3% | $173,730-11.3% | $87,485+76.1% |
| Participation rate | 87.7% | 73.0%+14.7pp | 79.6%+8.1pp | 68.9%+18.8pp |
| Annual return | 7.20% | 20.18%-13.0pp | 19.96%-12.8pp | 26.06%-18.9pp |
| Employer contribution / active EE | $16,331 | $2,904+462.4% | $4,577+256.8% | $2,596+529.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,202 | $10,210-39.2% | $17,523-64.6% | $7,775-20.2% |