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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 | $199,170 | $146,267+36.2% | $197,124+1.0% | $82,448+141.6% |
| Participation rate | 95.2% | 84.0%+11.2pp | 86.7%+8.5pp | 68.1%+27.2pp |
| Annual return | 6.13% | 29.61%-23.5pp | 44.34%-38.2pp | 41.64%-35.5pp |
| Employer contribution / active EE | $8,371 | $4,723+77.2% | $6,227+34.4% | $2,551+228.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,101 | $14,422-9.2% | $16,298-19.6% | $7,234+81.1% |