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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 | $249,054 | $136,860+82.0% | $120,344+107.0% | $154,746+60.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.47% | 21.38%-12.9pp | 20.30%-11.8pp | 172.34%-163.9pp |
| Employer contribution / active EE | $5,682 | $3,533+60.8% | $3,020+88.1% | $4,379+29.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $915 | $15,393-94.1% | $12,742-92.8% | $14,365-93.6% |