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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 | $124,425+44.1% | $112,040+60.0% | $137,256+30.6% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 5.95% | 24.72%-18.8pp | 24.52%-18.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,730 | $3,411+9.3% | $2,954+26.3% | $4,156-10.3% |
| Participant deferral / active EE | $7,536 | $5,718+31.8% | $5,098+47.8% | $6,407+17.6% |
| Admin fee / account holder | $207,556 | $15,207+1264.9% | $12,098+1615.6% | $12,270+1591.6% |