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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 | $95,738 | $63,764+50.1% | $81,926+16.9% | $79,858+19.9% |
| Participation rate | 96.0% | 67.5%+28.5pp | 72.0%+24.0pp | 69.6%+26.4pp |
| Annual return | 9.00% | 22.66%-13.7pp | 29.49%-20.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $3,165 | $1,795+76.3% | $4,310-26.6% | $2,471+28.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,016 | $4,426+35.9% | $5,159+16.6% | $5,306+13.4% |