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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 | $105,463 | $52,379+101.3% | $46,225+128.2% | $273,972-61.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.5%+8.0pp | 83.0%+4.5pp |
| Annual return | 0.67% | 7.23%-6.6pp | 7.57%-6.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $22,637 | $4,660+385.8% | $3,776+499.4% | $5,287+328.1% |
| Admin fee / account holder | $806 | $4,652-82.7% | $3,519-77.1% | $10,133-92.0% |