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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 | $234,811 | $51,708+354.1% | $106,619+120.2% | $62,881+273.4% |
| Participation rate | 96.0% | 66.9%+29.1pp | 78.0%+18.0pp | 69.3%+26.7pp |
| Annual return | 2.95% | 4.69%-1.7pp | 9.42%-6.5pp | 20.14%-17.2pp |
| Employer contribution / active EE | $7,636 | $1,764+332.9% | $3,947+93.5% | $2,281+234.8% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,152 | $3,349+24.0% | $6,418-35.3% | $4,296-3.4% |