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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 | $172,946 | $79,867+116.5% | $120,344+43.7% | $64,340+168.8% |
| Participation rate | 95.5% | 63.0%+32.6pp | 76.7%+18.8pp | 55.2%+40.3pp |
| Annual return | 3.38% | 21.10%-17.7pp | 20.30%-16.9pp | 24.14%-20.8pp |
| Employer contribution / active EE | $2,679 | $1,925+39.2% | $3,020-11.3% | $1,862+43.9% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $47,904 | $5,039+850.6% | $12,742+276.0% | $3,703+1193.8% |