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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 | $147,971 | $199,109-25.7% | $173,730-14.8% | $154,746-4.4% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 8.48% | 20.02%-11.5pp | 19.96%-11.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $6,667 | $5,311+25.5% | $4,577+45.6% | $4,379+52.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,517 | $20,916-92.7% | $17,523-91.3% | $14,365-89.4% |