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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 | $154,603 | $112,729+37.1% | $98,716+56.6% | $137,256+12.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 9.57% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $10,294 | $2,725+277.7% | $2,279+351.8% | $4,156+147.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,590 | $10,129+34.2% | $8,703+56.2% | $12,270+10.8% |