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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 | $129,316 | $81,487+58.7% | $102,412+26.3% | $80,935+59.8% |
| Participation rate | 94.2% | 66.8%+27.3pp | 74.5%+19.7pp | 67.7%+26.5pp |
| Annual return | 7.96% | 25.60%-17.6pp | 24.94%-17.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $15,390 | $3,103+396.0% | $3,870+297.7% | $2,757+458.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,745 | $6,717+15.3% | $8,388-7.7% | $6,924+11.9% |