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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 | $64,517+54.1% | $81,438+22.1% | $80,874+23.0% |
| Participation rate | 95.6% | 63.9%+31.7pp | 69.5%+26.1pp | 67.6%+27.9pp |
| Annual return | 9.20% | 16.35%-7.2pp | 24.74%-15.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $4,084 | $1,982+106.1% | $2,460+66.0% | $2,756+48.2% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,111 | $5,677-80.4% | $5,764-80.7% | $6,935-84.0% |