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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 | $132,922 | $81,504+63.1% | $102,437+29.8% | $80,959+64.2% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 1.45% | 25.60%-24.1pp | 24.95%-23.5pp | 35.67%-34.2pp |
| Employer contribution / active EE | $5,940 | $3,104+91.4% | $3,871+53.5% | $2,757+115.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,168 | $6,719-67.7% | $8,388-74.2% | $6,925-68.7% |