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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 | $124,569 | $48,053+159.2% | $84,637+47.2% | $72,976+70.7% |
| Participation rate | 90.6% | 57.6%+33.0pp | 68.2%+22.3pp | 69.5%+21.1pp |
| Annual return | 9.08% | 37.39%-28.3pp | 258.82%-249.7pp | 81.02%-71.9pp |
| Employer contribution / active EE | $7,811 | $1,602+387.6% | $2,653+194.4% | $2,440+220.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $835 | $3,395-75.4% | $4,914-83.0% | $5,124-83.7% |