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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 | $123,939 | $69,444+78.5% | $92,985+33.3% | $87,485+41.7% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.9%+18.6pp |
| Annual return | 12.07% | 23.85%-11.8pp | 27.99%-15.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $6,919 | $1,917+260.9% | $2,662+159.9% | $2,596+166.5% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,728 | $6,137-23.0% | $9,463-50.0% | $7,775-39.2% |