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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 | $83,712 | $77,419+8.1% | $69,461+20.5% | $152,870-45.2% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.6%+15.9pp | 82.4%+8.0pp |
| Annual return | 4.15% | 39.07%-34.9pp | 28.97%-24.8pp | 345.34%-341.2pp |
| Employer contribution / active EE | $3,672 | $3,315+10.8% | $2,779+32.1% | $4,763-22.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,891 | $6,207-37.3% | $3,840+1.3% | $11,597-66.4% |