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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 | $152,125 | $77,574+96.1% | $108,753+39.9% | $86,983+74.9% |
| Participation rate | 96.2% | 62.3%+33.9pp | 71.1%+25.1pp | 69.5%+26.6pp |
| Annual return | 8.87% | 18.42%-9.5pp | 37.47%-28.6pp | 25.83%-17.0pp |
| Employer contribution / active EE | $14,094 | $1,611+775.0% | $2,427+480.8% | $2,584+445.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $11,565 | $6,529+77.1% | $10,320+12.1% | $7,856+47.2% |