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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 | $179,276 | $126,661+41.5% | $113,397+58.1% | $138,895+29.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 5.95% | 25.05%-19.1pp | 23.20%-17.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,730 | $3,456+7.9% | $2,977+25.3% | $4,194-11.1% |
| Participant deferral / active EE | $7,536 | $5,693+32.4% | $5,076+48.4% | $6,396+17.8% |
| Admin fee / account holder | $207,556 | $14,549+1326.6% | $11,957+1635.9% | $12,562+1552.2% |