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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 | $156,626 | $81,504+92.2% | $102,437+52.9% | $80,959+93.5% |
| Participation rate | 94.9% | 66.9%+28.0pp | 74.5%+20.4pp | 67.7%+27.2pp |
| Annual return | 3.45% | 25.60%-22.1pp | 24.95%-21.5pp | 35.67%-32.2pp |
| Employer contribution / active EE | $8,562 | $3,104+175.9% | $3,871+121.2% | $2,757+210.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,067 | $6,719-54.4% | $8,388-63.4% | $6,925-55.7% |