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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 | $123,371 | $72,486+70.2% | $87,103+41.6% | $72,976+69.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 3.50% | 24.46%-21.0pp | 28.19%-24.7pp | 81.02%-77.5pp |
| Employer contribution / active EE | $11,468 | $1,894+505.5% | $2,521+354.8% | $2,440+370.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,803 | $5,055+173.1% | $7,491+84.3% | $5,124+169.4% |