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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 | $172,816 | $124,980+38.3% | $108,359+59.5% | $154,746+11.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 70.1%+25.3pp | 80.7%+14.8pp |
| Annual return | 7.14% | 45.00%-37.9pp | 36.89%-29.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $7,268 | $2,851+155.0% | $2,399+202.9% | $4,379+66.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,450 | $11,502+69.1% | $9,741+99.7% | $14,365+35.4% |