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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 | $108,918 | $67,894+60.4% | $89,340+21.9% | $82,448+32.1% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.6%+27.7pp | 68.1%+29.2pp |
| Annual return | 12.14% | 19.21%-7.1pp | 20.57%-8.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,297 | $1,828+135.1% | $2,231+92.6% | $2,551+68.5% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,789 | $5,723-16.3% | $6,704-28.6% | $7,234-33.8% |