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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 | $86,854 | $60,349+43.9% | $74,184+17.1% | $62,881+38.1% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | -0.32% | 21.38%-21.7pp | 17.74%-18.1pp | 20.14%-20.5pp |
| Employer contribution / active EE | $6,560 | $1,680+290.4% | $2,370+176.8% | $2,281+187.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,733 | $4,261+11.1% | $5,586-15.3% | $4,296+10.2% |