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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 | $166,079 | $124,425+33.5% | $112,040+48.2% | $137,256+21.0% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.5%+19.2pp | 80.0%+15.7pp |
| Annual return | 6.91% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $13,384 | $3,411+292.3% | $2,954+353.1% | $4,156+222.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $28,964 | $15,207+90.5% | $12,098+139.4% | $12,270+136.1% |