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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 | $139,675 | $81,487+71.4% | $102,412+36.4% | $80,935+72.6% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 8.40% | 25.60%-17.2pp | 24.94%-16.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $8,047 | $3,103+159.3% | $3,870+107.9% | $2,757+191.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,660 | $6,717+103.4% | $8,388+62.9% | $6,924+97.3% |