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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 | $102,690 | $69,977+46.7% | $108,582-5.4% | $62,881+63.3% |
| Participation rate | 93.2% | 72.9%+20.3pp | 79.6%+13.6pp | 69.3%+23.9pp |
| Annual return | 3.92% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $7,203 | $2,135+237.4% | $3,758+91.7% | $2,281+215.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,111 | $5,076+20.4% | $7,645-20.1% | $4,296+42.3% |