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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 | $124,542 | $93,617+33.0% | $135,982-8.4% | $75,177+65.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 9.85% | 30.89%-21.0pp | 68.32%-58.5pp | 160.75%-150.9pp |
| Employer contribution / active EE | $7,961 | $3,538+125.0% | $4,859+63.8% | $2,671+198.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,745 | $6,980-3.4% | $10,767-37.4% | $5,651+19.3% |