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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 | $92,800 | $91,198+1.8% | $178,503-48.0% | $79,856+16.2% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 3.50% | 24.20%-20.7pp | 151.12%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $5,974 | $3,257+83.4% | $5,011+19.2% | $2,471+141.7% |
| Participant deferral / active EE | $4,168 | $3,237+28.8% | $5,202-19.9% | $3,741+11.4% |
| Admin fee / account holder | $1,914 | $6,748-71.6% | $13,987-86.3% | $5,306-63.9% |