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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 | $108,825+41.6% | $156,181-1.4% | $82,448+86.9% |
| Participation rate | 87.7% | 72.4%+15.3pp | 78.8%+8.9pp | 68.1%+19.6pp |
| Annual return | 7.20% | 20.59%-13.4pp | 64.87%-57.7pp | 41.64%-34.4pp |
| Employer contribution / active EE | $16,331 | $2,870+469.1% | $4,294+280.3% | $2,551+540.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,202 | $9,341-33.6% | $14,586-57.5% | $7,234-14.3% |