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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 | $140,529 | $56,544+148.5% | $75,501+86.1% | $70,126+100.4% |
| Participation rate | 92.2% | 68.1%+24.0pp | 72.4%+19.8pp | 69.5%+22.6pp |
| Annual return | 3.06% | 23.59%-20.5pp | 27.35%-24.3pp | 73.15%-70.1pp |
| Employer contribution / active EE | $6,149 | $1,817+238.5% | $2,352+161.4% | $2,343+162.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,016 | $3,827-73.4% | $5,801-82.5% | $4,645-78.1% |