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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 | $199,946 | $87,878+127.5% | $97,411+105.3% | $82,637+142.0% |
| Participation rate | 92.9% | 75.6%+17.3pp | 80.4%+12.5pp | 68.1%+24.8pp |
| Annual return | 9.11% | 54.63%-45.5pp | 34.72%-25.6pp | 53.51%-44.4pp |
| Employer contribution / active EE | $7,142 | $3,800+88.0% | $4,210+69.7% | $2,552+179.9% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,777 | $6,743+178.5% | $7,145+162.8% | $7,339+155.9% |