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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 | $206,427 | $115,931+78.1% | $185,441+11.3% | $86,983+137.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 80.3%+7.2pp | 69.5%+18.0pp |
| Annual return | 7.18% | 21.47%-14.3pp | 20.16%-13.0pp | 25.83%-18.7pp |
| Employer contribution / active EE | $21,875 | $2,937+644.8% | $4,672+368.2% | $2,584+746.4% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $19,207 | $10,687+79.7% | $17,890+7.4% | $7,856+144.5% |