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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 | $147,379 | $201,372-26.8% | $184,260-20.0% | $145,884+1.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.33% | 29.04%-24.7pp | 28.84%-24.5pp | 551.85%-547.5pp |
| Employer contribution / active EE | $12,839 | $7,024+82.8% | $6,427+99.8% | $4,662+175.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,889 | $16,362-64.0% | $13,898-57.6% | $13,392-56.0% |