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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 | $98,269 | $77,638+26.6% | $156,551-37.2% | $62,881+56.3% |
| Participation rate | 94.1% | 71.2%+22.9pp | 84.0%+10.1pp | 69.3%+24.8pp |
| Annual return | 3.33% | 50.33%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $4,986 | $3,444+44.8% | $5,501-9.4% | $2,281+118.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,912 | $5,561+114.2% | $13,028-8.6% | $4,296+177.3% |