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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 | $93,504 | $58,493+59.9% | $84,021+11.3% | $72,975+28.1% |
| Participation rate | 96.2% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.7pp |
| Annual return | 8.98% | 28.93%-20.0pp | 71.32%-62.3pp | 81.01%-72.0pp |
| Employer contribution / active EE | $3,247 | $1,163+179.1% | $1,984+63.7% | $2,440+33.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $913 | $4,569-80.0% | $6,102-85.0% | $5,124-82.2% |