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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 | $125,543 | $86,938+44.4% | $102,423+22.6% | $80,925+55.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 2.29% | 18.89%-16.6pp | 29.42%-27.1pp | 35.65%-33.4pp |
| Employer contribution / active EE | $3,704 | $2,369+56.3% | $3,023+22.5% | $2,756+34.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,762 | $8,053+21.2% | $9,455+3.2% | $6,940+40.7% |