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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 | $93,699 | $39,132+139.4% | $57,196+63.8% | $62,881+49.0% |
| Participation rate | 97.8% | 70.5%+27.3pp | 75.3%+22.5pp | 69.3%+28.5pp |
| Annual return | 0.38% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,890 | $1,874+107.6% | $2,683+45.0% | $2,281+70.6% |
| Participant deferral / active EE | $2,741 | $2,374+15.5% | $3,096-11.5% | $3,203-14.4% |
| Admin fee / account holder | $517 | $2,594-80.1% | $3,141-83.6% | $4,296-88.0% |