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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 | $123,424 | $96,731+27.6% | $123,973-0.4% | $86,983+41.9% |
| Participation rate | 97.4% | 70.0%+27.4pp | 76.7%+20.8pp | 69.5%+27.9pp |
| Annual return | 10.08% | 17.33%-7.2pp | 388.13%-378.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $10,897 | $3,297+230.5% | $4,126+164.1% | $2,584+321.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,275 | $8,722+17.8% | $11,799-12.9% | $7,856+30.8% |