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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 | $90,276 | $57,073+58.2% | $85,126+6.1% | $80,925+11.6% |
| Participation rate | 98.8% | 56.4%+42.4pp | 67.5%+31.3pp | 67.7%+31.2pp |
| Annual return | 8.24% | 21.69%-13.5pp | 66.63%-58.4pp | 35.65%-27.4pp |
| Employer contribution / active EE | $3,957 | $1,801+119.8% | $2,731+44.9% | $2,756+43.6% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,476 | $4,988-50.4% | $6,160-59.8% | $6,940-64.3% |