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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 | $87,662 | $125,797-30.3% | $170,057-48.5% | $75,177+16.6% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 13.56% | 27.20%-13.6pp | 53.42%-39.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $12,573 | $4,616+172.4% | $6,790+85.2% | $2,671+370.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,222 | $8,177-11.7% | $12,826-43.7% | $5,651+27.8% |