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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 | $77,508 | $60,349+28.4% | $74,184+4.5% | $62,881+23.3% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 0.16% | 21.38%-21.2pp | 17.74%-17.6pp | 20.14%-20.0pp |
| Employer contribution / active EE | $3,083 | $1,680+83.5% | $2,370+30.1% | $2,281+35.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,195 | $4,261-72.0% | $5,586-78.6% | $4,296-72.2% |