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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 | $72,607+21.7% | $90,259-2.1% | $87,485+1.0% |
| Participation rate | 85.5% | 64.8%+20.7pp | 70.7%+14.8pp | 68.9%+16.6pp |
| Annual return | 8.73% | 18.59%-9.9pp | 18.88%-10.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $6,987 | $1,919+264.0% | $2,291+204.9% | $2,596+169.1% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,839 | $5,947-35.4% | $7,267-47.2% | $7,775-50.6% |