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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 | $180,709 | $93,617+93.0% | $135,982+32.9% | $75,177+140.4% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 10.07% | 30.89%-20.8pp | 68.32%-58.3pp | 160.75%-150.7pp |
| Employer contribution / active EE | $6,013 | $3,538+69.9% | $4,859+23.8% | $2,671+125.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,891 | $6,980+13.1% | $10,767-26.7% | $5,651+39.6% |