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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 | $119,211 | $87,834+35.7% | $133,975-11.0% | $62,881+89.6% |
| Participation rate | 70.4% | 83.4%-13.0pp | 87.1%-16.7pp | 69.3%+1.1pp |
| Annual return | 5.48% | 12.05%-6.6pp | 29.29%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $6,423 | $3,482+84.4% | $5,211+23.3% | $2,281+181.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,194 | $5,372-40.5% | $9,324-65.7% | $4,296-25.6% |