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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 | $127,436 | $58,627+117.4% | $76,735+66.1% | $82,448+54.6% |
| Participation rate | 80.6% | 63.2%+17.4pp | 69.5%+11.1pp | 68.1%+12.6pp |
| Annual return | 12.70% | 39.10%-26.4pp | 29.77%-17.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $6,531 | $1,729+277.7% | $2,454+166.1% | $2,551+156.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $664 | $5,323-87.5% | $7,189-90.8% | $7,234-90.8% |