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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 | $89,887 | $56,894+58.0% | $84,753+6.1% | $62,881+42.9% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 0.20% | 6.30%-6.1pp | 22.78%-22.6pp | 20.14%-19.9pp |
| Employer contribution / active EE | $9,062 | $2,400+277.6% | $3,574+153.5% | $2,281+297.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,618 | $3,581+224.4% | $5,333+117.8% | $4,296+170.4% |