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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 | $138,366+36.4% | $184,185+2.5% | $80,911+133.3% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 8.16% | 20.02%-11.9pp | 28.81%-20.7pp | 35.63%-27.5pp |
| Employer contribution / active EE | $8,976 | $4,849+85.1% | $6,426+39.7% | $2,756+225.7% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $38,117 | $10,484+263.6% | $13,909+174.0% | $6,935+449.7% |