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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 | $180,705 | $108,825+66.1% | $156,181+15.7% | $82,448+119.2% |
| Participation rate | 91.4% | 72.4%+19.1pp | 78.8%+12.6pp | 68.1%+23.4pp |
| Annual return | 10.15% | 20.59%-10.4pp | 64.87%-54.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $7,143 | $2,870+148.9% | $4,294+66.4% | $2,551+180.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,611 | $9,341-61.3% | $14,586-75.2% | $7,234-50.1% |