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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 | $221,555 | $126,636+75.0% | $312,151-29.0% | $116,462+90.2% |
| Participation rate | 90.3% | 82.6%+7.8pp | 89.1%+1.2pp | 74.7%+15.6pp |
| Annual return | 9.59% | 15.31%-5.7pp | 1.82%+7.8pp | 15.65%-6.1pp |
| Employer contribution / active EE | $19,355 | $3,444+462.0% | $8,031+141.0% | $3,231+499.0% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,370-100.0% | $3,836-100.0% |
| Admin fee / account holder | $8,623 | $16,098-46.4% | $51,799-83.4% | $12,754-32.4% |