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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 | $110,713 | $78,423+41.2% | $95,964+15.4% | $79,856+38.6% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 9.69% | 19.37%-9.7pp | 91.64%-82.0pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,290 | $1,945-33.7% | $2,541-49.2% | $2,471-47.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,622 | $5,622-35.6% | $6,797-46.7% | $5,306-31.8% |