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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 | $61,125+188.7% | $94,057+87.6% | $87,485+101.7% |
| Participation rate | 86.2% | 64.1%+22.1pp | 73.3%+12.9pp | 68.9%+17.3pp |
| Annual return | 10.15% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $9,093 | $2,136+325.6% | $2,933+210.0% | $2,596+250.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,131 | $5,629-62.1% | $7,244-70.6% | $7,775-72.6% |