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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 | $176,452 | $69,590+153.6% | $136,867+28.9% | $94,015+87.7% |
| Participation rate | 86.2% | 66.3%+19.9pp | 74.5%+11.7pp | 70.8%+15.4pp |
| Annual return | 10.15% | 19.62%-9.5pp | 42.97%-32.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $9,093 | $2,396+279.4% | $3,547+156.4% | $2,790+225.9% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,131 | $8,912-76.1% | $10,340-79.4% | $8,951-76.2% |