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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 | $138,312+29.6% | $122,979+45.8% | $155,188+15.5% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 5.95% | 22.06%-16.1pp | 20.12%-14.2pp | 148.84%-142.9pp |
| Employer contribution / active EE | $3,730 | $3,530+5.7% | $3,062+21.8% | $4,248-12.2% |
| Participant deferral / active EE | $7,536 | $5,592+34.7% | $5,003+50.6% | $6,531+15.4% |
| Admin fee / account holder | $207,556 | $15,089+1275.5% | $12,864+1513.4% | $14,480+1333.4% |