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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 | $57,057+157.7% | $85,009+72.9% | $80,874+81.8% |
| Participation rate | 93.5% | 56.4%+37.1pp | 67.5%+26.0pp | 67.6%+25.9pp |
| Annual return | 8.62% | 21.66%-13.0pp | 66.47%-57.8pp | 35.62%-27.0pp |
| Employer contribution / active EE | $9,747 | $1,799+441.9% | $2,728+257.2% | $2,756+253.7% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,908 | $4,986+18.5% | $6,153-4.0% | $6,935-14.8% |