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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 | $98,826 | $88,996+11.0% | $78,004+26.7% | $138,895-28.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 5.75% | 28.03%-22.3pp | 31.07%-25.3pp | 145.39%-139.6pp |
| Employer contribution / active EE | $14,835 | $2,917+408.6% | $2,469+500.9% | $4,194+253.7% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $57,146 | $8,807+548.9% | $7,578+654.1% | $12,562+354.9% |