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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 | $146,596 | $93,598+56.6% | $135,974+7.8% | $75,173+95.0% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 4.03% | 30.89%-26.9pp | 68.30%-64.3pp | 160.72%-156.7pp |
| Employer contribution / active EE | $11,227 | $3,538+217.3% | $4,859+131.1% | $2,671+320.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,420 | $6,978+20.7% | $10,767-21.8% | $5,651+49.0% |