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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 | $78,586 | $48,364+62.5% | $71,796+9.5% | $62,881+25.0% |
| Participation rate | 89.3% | 60.6%+28.7pp | 69.1%+20.2pp | 69.3%+20.0pp |
| Annual return | 1.98% | 13.16%-11.2pp | 78.04%-76.1pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,673 | $1,042+156.6% | $1,924+38.9% | $2,281+17.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,768 | $3,771+185.5% | $4,815+123.6% | $4,296+150.7% |