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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 | $107,672 | $41,377+160.2% | $109,313-1.5% | $62,881+71.2% |
| Participation rate | 89.7% | 57.5%+32.2pp | 71.3%+18.5pp | 69.3%+20.4pp |
| Annual return | 0.79% | 11.05%-10.3pp | 22.07%-21.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,714 | $2,045+228.3% | $3,166+112.0% | $3,203+109.6% |
| Admin fee / account holder | $5,931 | $2,884+105.7% | $5,666+4.7% | $4,296+38.1% |