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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 | $208,185 | $132,820+56.7% | $278,538-25.3% | $132,820+56.7% |
| Participation rate | 92.9% | 74.3%+18.6pp | 83.2%+9.6pp | 74.3%+18.6pp |
| Annual return | 5.46% | 14.82%-9.4pp | -6.42%+11.9pp | 14.82%-9.4pp |
| Employer contribution / active EE | $14,286 | $4,144+244.7% | $8,620+65.7% | $4,144+244.7% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $5,790-100.0% | $3,980-100.0% |
| Admin fee / account holder | $9,364 | $11,722-20.1% | $12,986-27.9% | $11,722-20.1% |