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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 | $156,091 | $52,580+196.9% | $71,671+117.8% | $70,126+122.6% |
| Participation rate | 94.0% | 60.9%+33.1pp | 68.7%+25.3pp | 69.5%+24.5pp |
| Annual return | 11.57% | 20.25%-8.7pp | 20.65%-9.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $6,787 | $1,616+320.0% | $2,460+175.9% | $2,343+189.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,521 | $3,653+379.7% | $5,558+215.2% | $4,645+277.2% |