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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 | $71,617 | $49,249+45.4% | $70,476+1.6% | $79,852-10.3% |
| Participation rate | 89.1% | 69.2%+20.0pp | 75.1%+14.1pp | 69.6%+19.5pp |
| Annual return | 3.70% | 30.09%-26.4pp | 109.12%-105.4pp | 31.72%-28.0pp |
| Employer contribution / active EE | $2,158 | $2,100+2.7% | $2,738-21.2% | $2,471-12.7% |
| Participant deferral / active EE | $3,867 | $2,769+39.6% | $3,710+4.2% | $3,740+3.4% |
| Admin fee / account holder | $9,120 | $2,878+216.9% | $3,847+137.1% | $5,306+71.9% |