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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 | $91,747 | $115,225-20.4% | $100,712-8.9% | $138,895-33.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 4.05% | 40.35%-36.3pp | 33.27%-29.2pp | 145.39%-141.3pp |
| Employer contribution / active EE | $2,625 | $2,771-5.3% | $2,313+13.5% | $4,194-37.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $27,737 | $10,844+155.8% | $9,256+199.7% | $12,562+120.8% |