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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 | $101,321 | $73,988+36.9% | $96,538+5.0% | $75,177+34.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 3.80% | 26.73%-22.9pp | 35.74%-31.9pp | 160.75%-156.9pp |
| Employer contribution / active EE | $7,292 | $2,930+148.8% | $3,740+95.0% | $2,671+173.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,797 | $5,220+49.4% | $6,737+15.7% | $5,651+38.0% |