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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 | $96,186 | $45,087+113.3% | $69,483+38.4% | $72,976+31.8% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 4.04% | 22.67%-18.6pp | 28.99%-24.9pp | 81.02%-77.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,629 | $2,603+77.8% | $3,537+30.9% | $3,608+28.3% |
| Admin fee / account holder | $3,678 | $3,057+20.3% | $3,841-4.2% | $5,124-28.2% |