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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 | $97,613 | $72,486+34.7% | $87,103+12.1% | $72,976+33.8% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 3.62% | 24.46%-20.8pp | 28.19%-24.6pp | 81.02%-77.4pp |
| Employer contribution / active EE | $1,389 | $1,894-26.7% | $2,521-44.9% | $2,440-43.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,530 | $5,055+88.5% | $7,491+27.2% | $5,124+86.0% |