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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 | $45,087+355.9% | $69,483+195.8% | $72,976+181.7% |
| Participation rate | 95.7% | 68.5%+27.3pp | 74.6%+21.1pp | 69.5%+26.3pp |
| Annual return | 5.06% | 22.67%-17.6pp | 28.99%-23.9pp | 81.02%-76.0pp |
| Employer contribution / active EE | $2,719 | $2,055+32.3% | $2,780-2.2% | $2,440+11.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,385 | $3,057-22.0% | $3,841-37.9% | $5,124-53.5% |