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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 | $64,798 | $106,749-39.3% | $145,433-55.4% | $82,448-21.4% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 7.54% | 27.59%-20.1pp | 66.58%-59.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $9,327 | $3,444+170.8% | $4,554+104.8% | $2,551+265.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,254 | $8,390-61.2% | $13,129-75.2% | $7,234-55.0% |