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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 | $120,553 | $67,602+78.3% | $82,312+46.5% | $70,126+71.9% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 0.99% | 21.57%-20.6pp | 25.88%-24.9pp | 73.15%-72.2pp |
| Employer contribution / active EE | $6,935 | $1,755+295.2% | $2,428+185.6% | $2,343+196.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,778 | $4,512+5.9% | $5,608-14.8% | $4,645+2.9% |