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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 | $114,297 | $88,707+28.8% | $74,184+54.1% | $273,972-58.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.78% | 11.94%-11.2pp | 17.74%-17.0pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,364 | $3,159-56.8% | $2,370-42.5% | $4,869-72.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,301 | $8,717+29.7% | $5,586+102.3% | $10,133+11.5% |