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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 | $121,999 | $51,708+135.9% | $106,619+14.4% | $62,881+94.0% |
| Participation rate | 98.7% | 66.9%+31.8pp | 78.0%+20.7pp | 69.3%+29.4pp |
| Annual return | 1.99% | 4.69%-2.7pp | 9.42%-7.4pp | 20.14%-18.2pp |
| Employer contribution / active EE | $8,743 | $1,764+395.7% | $3,947+121.5% | $2,281+283.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,879 | $3,349+15.8% | $6,418-39.6% | $4,296-9.7% |