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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 | $103,609 | $91,559+13.2% | $133,959-22.7% | $79,858+29.7% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 4.25% | 61.85%-57.6pp | 45.09%-40.8pp | 31.72%-27.5pp |
| Employer contribution / active EE | $10,448 | $2,384+338.3% | $3,919+166.6% | $2,471+322.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,279 | $6,321-48.1% | $8,928-63.3% | $5,306-38.2% |