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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 | $147,020 | $57,119+157.4% | $85,187+72.6% | $80,935+81.7% |
| Participation rate | 93.5% | 56.4%+37.1pp | 67.5%+26.0pp | 67.7%+25.8pp |
| Annual return | 8.62% | 21.70%-13.1pp | 66.67%-58.0pp | 35.66%-27.0pp |
| Employer contribution / active EE | $9,747 | $1,802+441.0% | $2,732+256.7% | $2,757+253.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,908 | $4,990+18.4% | $6,162-4.1% | $6,924-14.7% |