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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 | $190,569 | $106,749+78.5% | $145,433+31.0% | $82,448+131.1% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 11.63% | 27.59%-16.0pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $6,919 | $3,444+100.9% | $4,554+51.9% | $2,551+171.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,663 | $8,390-56.3% | $13,129-72.1% | $7,234-49.4% |