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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 | $171,107 | $125,797+36.0% | $170,043+0.6% | $75,173+127.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 5.29% | 27.20%-21.9pp | 53.40%-48.1pp | 160.72%-155.4pp |
| Employer contribution / active EE | $7,643 | $4,616+65.6% | $6,790+12.6% | $2,671+186.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,414 | $8,177-33.8% | $12,824-57.8% | $5,651-4.2% |