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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 | $111,388 | $78,707+41.5% | $117,861-5.5% | $70,126+58.8% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 11.37% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $11,207 | $2,223+404.0% | $3,786+196.0% | $2,343+378.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,126 | $5,066+60.4% | $8,021+1.3% | $4,645+74.9% |