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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 | $121,915 | $93,589+30.3% | $135,942-10.3% | $75,181+62.2% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 5.67% | 30.90%-25.2pp | 68.28%-62.6pp | 160.69%-155.0pp |
| Employer contribution / active EE | $13,059 | $3,537+269.2% | $4,858+168.8% | $2,671+389.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,444 | $6,977-50.6% | $10,764-68.0% | $5,650-39.0% |