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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 | $186,273 | $109,359+70.3% | $162,185+14.9% | $72,976+155.3% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 7.23% | 25.46%-18.2pp | 115.61%-108.4pp | 81.02%-73.8pp |
| Employer contribution / active EE | $5,854 | $3,907+49.8% | $5,613+4.3% | $2,440+139.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,323 | $7,972+29.5% | $10,844-4.8% | $5,124+101.5% |