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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 | $94,535 | $48,078+96.6% | $78,676+20.2% | $62,881+50.3% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.6%+15.7pp | 69.3%+20.0pp |
| Annual return | 3.89% | 31.36%-27.5pp | 62.19%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $7,892 | $2,015+291.8% | $2,850+176.9% | $2,281+246.0% |
| Participant deferral / active EE | $3,923 | $2,587+51.6% | $3,517+11.6% | $3,203+22.5% |
| Admin fee / account holder | $2,537 | $3,206-20.9% | $4,510-43.7% | $4,296-40.9% |