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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 | $201,264-26.8% | $184,185-20.0% | $145,978+1.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.33% | 29.00%-24.7pp | 28.81%-24.5pp | 550.52%-546.2pp |
| Employer contribution / active EE | $12,839 | $7,021+82.9% | $6,426+99.8% | $4,662+175.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,889 | $16,376-64.0% | $13,909-57.7% | $13,400-56.1% |