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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 | $98,706 | $73,988+33.4% | $96,538+2.2% | $75,177+31.3% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 7.92% | 26.73%-18.8pp | 35.74%-27.8pp | 160.75%-152.8pp |
| Employer contribution / active EE | $5,663 | $2,930+93.3% | $3,740+51.4% | $2,671+112.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,327 | $5,220-55.4% | $6,737-65.5% | $5,651-58.8% |