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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 | $83,112 | $51,222+62.3% | $70,544+17.8% | $75,173+10.6% |
| Participation rate | 91.2% | 61.0%+30.3pp | 68.4%+22.9pp | 67.2%+24.0pp |
| Annual return | 6.47% | 30.06%-23.6pp | 32.79%-26.3pp | 160.72%-154.2pp |
| Employer contribution / active EE | $5,263 | $1,827+188.1% | $2,976+76.9% | $2,671+97.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,324 | $4,096+5.6% | $6,427-32.7% | $5,651-23.5% |