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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 | $109,680 | $81,504+34.6% | $102,437+7.1% | $80,959+35.5% |
| Participation rate | 92.1% | 66.9%+25.2pp | 74.5%+17.6pp | 67.7%+24.4pp |
| Annual return | 8.55% | 25.60%-17.0pp | 24.95%-16.4pp | 35.67%-27.1pp |
| Employer contribution / active EE | $13,068 | $3,104+321.1% | $3,871+237.6% | $2,757+374.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,339 | $6,719+39.0% | $8,388+11.3% | $6,925+34.9% |