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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 | $123,925 | $67,602+83.3% | $82,312+50.6% | $70,126+76.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.0pp |
| Annual return | 9.49% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $8,687 | $1,755+395.0% | $2,428+257.7% | $2,343+270.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,197 | $4,512+148.2% | $5,608+99.7% | $4,645+141.0% |