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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 | $164,124 | $143,969+14.0% | $199,883-17.9% | $82,637+98.6% |
| Participation rate | 76.3% | 84.1%-7.8pp | 86.8%-10.5pp | 68.1%+8.3pp |
| Annual return | 12.97% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $11,368 | $4,632+145.4% | $6,261+81.6% | $2,552+345.5% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $25,754 | $14,597+76.4% | $17,268+49.1% | $7,339+250.9% |