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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 | $112,464 | $106,749+5.4% | $145,433-22.7% | $82,448+36.4% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 6.94% | 27.59%-20.7pp | 66.58%-59.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $10,921 | $3,444+217.1% | $4,554+139.8% | $2,551+328.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,265 | $8,390-1.5% | $13,129-37.0% | $7,234+14.3% |