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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 | $96,289-0.8% | $213,469-55.3% | $87,485+9.2% |
| Participation rate | 97.1% | 69.6%+27.5pp | 77.1%+19.9pp | 68.9%+28.1pp |
| Annual return | 6.44% | 17.78%-11.3pp | 20.58%-14.1pp | 26.06%-19.6pp |
| Employer contribution / active EE | $4,871 | $3,035+60.5% | $4,994-2.5% | $2,596+87.6% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,800 | $9,670+1.3% | $27,141-63.9% | $7,775+26.0% |