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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 | $88,810 | $65,367+35.9% | $92,915-4.4% | $72,976+21.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 76.0%+22.2pp | 69.5%+28.7pp |
| Annual return | 12.29% | 42.11%-29.8pp | 109.45%-97.2pp | 81.02%-68.7pp |
| Employer contribution / active EE | $10,071 | $2,594+288.3% | $3,653+175.7% | $2,440+312.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,706 | $4,251+57.7% | $5,796+15.7% | $5,124+30.9% |