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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 | $145,431+37.0% | $211,142-5.7% | $87,485+127.7% |
| Participation rate | 95.2% | 84.7%+10.5pp | 87.3%+7.9pp | 68.9%+26.3pp |
| Annual return | 6.13% | 27.21%-21.1pp | 46.84%-40.7pp | 26.06%-19.9pp |
| Employer contribution / active EE | $8,371 | $4,662+79.6% | $6,442+29.9% | $2,596+222.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,101 | $17,052-23.2% | $19,076-31.3% | $7,775+68.5% |