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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 | $77,808 | $67,894+14.6% | $89,340-12.9% | $82,448-5.6% |
| Participation rate | 75.6% | 64.0%+11.5pp | 69.6%+6.0pp | 68.1%+7.5pp |
| Annual return | 11.10% | 19.21%-8.1pp | 20.57%-9.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,719 | $1,828+158.2% | $2,231+111.5% | $2,551+85.0% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,068 | $5,723+145.8% | $6,704+109.9% | $7,234+94.5% |