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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 | $100,818 | $91,167+10.6% | $178,498-43.5% | $79,858+26.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.14% | 24.19%-17.1pp | 151.09%-144.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $7,018 | $3,255+115.6% | $5,011+40.1% | $2,471+184.0% |
| Participant deferral / active EE | $8,583 | $3,236+165.3% | $5,202+65.0% | $3,740+129.5% |
| Admin fee / account holder | $20,435 | $6,747+202.9% | $13,985+46.1% | $5,306+285.1% |