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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 | $144,714 | $86,288+67.7% | $111,306+30.0% | $85,851+68.6% |
| Participation rate | 98.3% | 73.3%+24.9pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 6.94% | 19.99%-13.1pp | 54.67%-47.7pp | 318.63%-311.7pp |
| Employer contribution / active EE | $11,209 | $2,044+448.5% | $2,732+310.3% | $2,565+336.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,862 | $8,189-4.0% | $7,966-1.3% | $6,261+25.6% |