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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 | $239,527 | $184,014+30.2% | $161,149+48.6% | $138,895+72.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.28% | 21.52%-15.2pp | 21.16%-14.9pp | 145.39%-139.1pp |
| Employer contribution / active EE | $9,857 | $5,055+95.0% | $4,360+126.1% | $4,194+135.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,394 | $18,027-81.2% | $15,194-77.7% | $12,562-73.0% |