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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 | $87,843 | $49,249+78.4% | $70,476+24.6% | $79,852+10.0% |
| Participation rate | 78.3% | 69.2%+9.2pp | 75.1%+3.3pp | 69.6%+8.7pp |
| Annual return | 3.60% | 30.09%-26.5pp | 109.12%-105.5pp | 31.72%-28.1pp |
| Employer contribution / active EE | $9,094 | $2,100+333.0% | $2,738+232.1% | $2,471+268.0% |
| Participant deferral / active EE | $2,943 | $2,769+6.3% | $3,710-20.7% | $3,740-21.3% |
| Admin fee / account holder | $8,444 | $2,878+193.4% | $3,847+119.5% | $5,306+59.1% |