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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 | $74,162 | $49,255+50.6% | $70,494+5.2% | $79,856-7.1% |
| Participation rate | 96.1% | 69.2%+26.9pp | 75.1%+21.0pp | 69.6%+26.4pp |
| Annual return | 4.02% | 30.10%-26.1pp | 109.16%-105.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $9,510 | $2,100+352.8% | $2,738+247.3% | $2,471+284.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $413 | $2,879-85.7% | $3,848-89.3% | $5,306-92.2% |