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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 | $95,497 | $99,633-4.2% | $183,328-47.9% | $82,448+15.8% |
| Participation rate | 97.1% | 70.8%+26.3pp | 77.3%+19.7pp | 68.1%+29.0pp |
| Annual return | 6.44% | 17.84%-11.4pp | 29.67%-23.2pp | 41.64%-35.2pp |
| Employer contribution / active EE | $4,871 | $3,256+49.6% | $5,055-3.6% | $2,551+91.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,800 | $9,934-1.4% | $21,427-54.3% | $7,234+35.5% |