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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 | $91,482 | $45,087+102.9% | $69,483+31.7% | $72,976+25.4% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.2pp | 69.5%+24.3pp |
| Annual return | 1.57% | 22.67%-21.1pp | 28.99%-27.4pp | 81.02%-79.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,672 | $2,603+233.2% | $3,537+145.2% | $3,608+140.4% |
| Admin fee / account holder | $7,307 | $3,057+139.0% | $3,841+90.2% | $5,124+42.6% |