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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 | $161,303 | $106,280+51.8% | $96,538+67.1% | $139,487+15.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 9.38% | 38.48%-29.1pp | 35.74%-26.4pp | 373.84%-364.5pp |
| Employer contribution / active EE | $13,313 | $4,107+224.1% | $3,740+255.9% | $4,755+180.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,820 | $7,888-0.9% | $6,737+16.1% | $11,407-31.5% |