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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 | $101,990 | $58,493+74.4% | $84,023+21.4% | $72,976+39.8% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 4.45% | 28.93%-24.5pp | 71.32%-66.9pp | 81.02%-76.6pp |
| Employer contribution / active EE | $4,446 | $1,163+282.2% | $1,984+124.1% | $2,440+82.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,410 | $4,569-47.3% | $6,102-60.5% | $5,124-53.0% |