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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 | $107,194 | $104,098+3.0% | $140,514-23.7% | $94,015+14.0% |
| Participation rate | 96.7% | 73.7%+23.0pp | 77.8%+18.9pp | 70.8%+25.8pp |
| Annual return | 6.08% | 15.14%-9.1pp | 14.36%-8.3pp | 17.84%-11.8pp |
| Employer contribution / active EE | $8,500 | $2,388+255.9% | $3,378+151.6% | $2,790+204.6% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,582 | $10,439-84.8% | $13,697-88.4% | $8,951-82.3% |