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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 | $93,692+113.4% | $116,538+71.6% | $86,983+129.9% |
| Participation rate | 92.9% | 79.6%+13.2pp | 82.6%+10.3pp | 69.5%+23.3pp |
| Annual return | 9.11% | 26.00%-16.9pp | 17.97%-8.9pp | 25.83%-16.7pp |
| Employer contribution / active EE | $7,142 | $3,831+86.4% | $4,541+57.3% | $2,584+176.4% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $18,777 | $7,586+147.5% | $8,737+114.9% | $7,856+139.0% |