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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 | $188,774 | $138,386+36.4% | $184,260+2.4% | $80,935+133.2% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.7%+28.8pp |
| Annual return | 8.16% | 20.02%-11.9pp | 28.84%-20.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $8,976 | $4,851+85.1% | $6,427+39.7% | $2,757+225.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $38,117 | $10,489+263.4% | $13,898+174.3% | $6,924+450.5% |