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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 | $136,860+21.3% | $120,344+38.0% | $154,746+7.3% |
| Participation rate | 95.7% | 79.9%+15.8pp | 76.7%+18.9pp | 80.7%+15.0pp |
| Annual return | 6.91% | 21.38%-14.5pp | 20.30%-13.4pp | 172.34%-165.4pp |
| Employer contribution / active EE | $13,384 | $3,533+278.8% | $3,020+343.2% | $4,379+205.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $28,964 | $15,393+88.2% | $12,742+127.3% | $14,365+101.6% |