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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 | $92,738 | $49,255+88.3% | $70,494+31.6% | $79,856+16.1% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 69.6%+8.9pp |
| Annual return | 3.37% | 30.10%-26.7pp | 109.16%-105.8pp | 31.71%-28.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,505 | $2,768+62.8% | $3,711+21.4% | $3,741+20.4% |
| Admin fee / account holder | $543 | $2,879-81.2% | $3,848-85.9% | $5,306-89.8% |