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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 | $110,078 | $61,125+80.1% | $94,057+17.0% | $87,485+25.8% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.3%+24.1pp | 68.9%+28.5pp |
| Annual return | 11.76% | 35.20%-23.4pp | 480.62%-468.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $7,079 | $2,136+231.3% | $2,933+141.3% | $2,596+172.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,580 | $5,629-71.9% | $7,244-78.2% | $7,775-79.7% |