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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 | $99,448 | $63,845+55.8% | $81,370+22.2% | $80,959+22.8% |
| Participation rate | 95.6% | 63.9%+31.7pp | 69.5%+26.0pp | 67.7%+27.9pp |
| Annual return | 9.20% | 16.37%-7.2pp | 24.85%-15.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $4,084 | $1,980+106.3% | $2,464+65.8% | $2,757+48.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,111 | $5,688-80.5% | $5,749-80.7% | $6,925-84.0% |