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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 | $196,569 | $73,787+166.4% | $98,716+99.1% | $82,448+138.4% |
| Participation rate | 76.4% | 61.4%+15.0pp | 69.3%+7.1pp | 68.1%+8.3pp |
| Annual return | 12.10% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $10,984 | $1,511+626.8% | $2,279+382.1% | $2,551+330.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,231 | $6,500+26.6% | $8,703-5.4% | $7,234+13.8% |