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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 | $115,243 | $86,298+33.5% | $111,308+3.5% | $85,847+34.2% |
| Participation rate | 98.7% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 7.67% | 19.99%-12.3pp | 54.67%-47.0pp | 318.61%-310.9pp |
| Employer contribution / active EE | $8,396 | $2,044+310.8% | $2,732+207.4% | $2,565+227.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,184 | $8,189+12.1% | $7,965+15.3% | $6,261+46.7% |