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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 | $92,041+3.8% | $299,830-68.1% | $94,015+1.6% |
| Participation rate | 97.1% | 71.4%+25.6pp | 78.5%+18.6pp | 70.8%+26.2pp |
| Annual return | 6.44% | 15.24%-8.8pp | 10.58%-4.1pp | 17.84%-11.4pp |
| Employer contribution / active EE | $4,871 | $2,506+94.4% | $5,842-16.6% | $2,790+74.6% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,800 | $8,997+8.9% | $50,982-80.8% | $8,951+9.5% |