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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 | $156,326 | $93,617+67.0% | $135,982+15.0% | $75,177+107.9% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 67.2%+11.0pp |
| Annual return | 9.93% | 30.89%-21.0pp | 68.32%-58.4pp | 160.75%-150.8pp |
| Employer contribution / active EE | $9,203 | $3,538+160.1% | $4,859+89.4% | $2,671+244.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,561 | $6,980-6.0% | $10,767-39.1% | $5,651+16.1% |