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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 | $119,045 | $47,848+148.8% | $81,473+46.1% | $70,126+69.8% |
| Participation rate | 97.6% | 58.3%+39.3pp | 68.0%+29.7pp | 69.5%+28.1pp |
| Annual return | 6.19% | 27.25%-21.1pp | 38.78%-32.6pp | 73.15%-67.0pp |
| Employer contribution / active EE | $10,396 | $1,527+580.8% | $2,568+304.9% | $2,343+343.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,970 | $3,145+89.8% | $4,561+30.9% | $4,645+28.5% |