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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 | $217,811 | $80,992+168.9% | $96,534+125.6% | $75,173+189.7% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 8.90% | 27.05%-18.2pp | 25.88%-17.0pp | 160.72%-151.8pp |
| Employer contribution / active EE | $14,158 | $2,283+520.2% | $2,965+377.4% | $2,671+430.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,671 | $6,717+14.2% | $8,253-7.1% | $5,651+35.7% |