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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 | $77,487 | $56,544+37.0% | $75,501+2.6% | $70,126+10.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 10.27% | 23.59%-13.3pp | 27.35%-17.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $3,312 | $1,817+82.3% | $2,352+40.8% | $2,343+41.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,679 | $3,827+22.3% | $5,801-19.3% | $4,645+0.7% |