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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 | $112,729+53.3% | $98,716+75.1% | $137,256+25.9% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 7.14% | 38.48%-31.3pp | 31.81%-24.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $7,268 | $2,725+166.7% | $2,279+219.0% | $4,156+74.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,450 | $10,129+92.0% | $8,703+123.5% | $12,270+58.5% |