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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 | $112,258 | $69,977+60.4% | $108,582+3.4% | $62,881+78.5% |
| Participation rate | 82.8% | 72.9%+9.9pp | 79.6%+3.2pp | 69.3%+13.5pp |
| Annual return | 3.69% | 10.73%-7.0pp | -51.70%+55.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $9,810 | $2,135+359.5% | $3,758+161.0% | $2,281+330.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,747 | $5,076+32.9% | $7,645-11.7% | $4,296+57.1% |