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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 | $88,344 | $67,894+30.1% | $89,340-1.1% | $82,448+7.2% |
| Participation rate | 85.5% | 64.0%+21.5pp | 69.6%+15.9pp | 68.1%+17.4pp |
| Annual return | 8.73% | 19.21%-10.5pp | 20.57%-11.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $6,987 | $1,828+282.2% | $2,231+213.1% | $2,551+173.9% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,839 | $5,723-32.9% | $6,704-42.7% | $7,234-46.9% |