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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 | $221,799 | $84,236+163.3% | $170,435+30.1% | $70,126+216.3% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 8.98% | 23.06%-14.1pp | 205.94%-197.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $6,897 | $3,387+103.6% | $5,432+27.0% | $2,343+194.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,629 | $5,698-1.2% | $13,881-59.4% | $4,645+21.2% |