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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 | $205,563 | $45,079+356.0% | $69,461+195.9% | $72,986+181.6% |
| Participation rate | 95.7% | 68.5%+27.3pp | 74.6%+21.1pp | 69.5%+26.3pp |
| Annual return | 5.06% | 22.65%-17.6pp | 28.97%-23.9pp | 81.01%-75.9pp |
| Employer contribution / active EE | $2,719 | $2,055+32.3% | $2,779-2.2% | $2,440+11.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,385 | $3,056-22.0% | $3,840-37.9% | $5,124-53.5% |