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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 | $88,030 | $114,712-23.3% | $173,730-49.3% | $87,485+0.6% |
| Participation rate | 88.9% | 73.0%+15.9pp | 79.6%+9.3pp | 68.9%+20.0pp |
| Annual return | 6.60% | 20.18%-13.6pp | 19.96%-13.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $16,231 | $2,904+458.9% | $4,577+254.6% | $2,596+525.2% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,959 | $10,210-12.2% | $17,523-48.9% | $7,775+15.2% |