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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 | $108,120 | $79,955+35.2% | $98,450+9.8% | $75,181+43.8% |
| Participation rate | 95.2% | 70.4%+24.9pp | 75.2%+20.1pp | 67.2%+28.0pp |
| Annual return | 5.40% | 19.75%-14.3pp | 21.16%-15.8pp | 160.69%-155.3pp |
| Employer contribution / active EE | $12,332 | $2,264+444.7% | $3,049+304.5% | $2,671+361.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,941 | $6,841-71.6% | $8,961-78.3% | $5,650-65.6% |