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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 | $97,070 | $91,167+6.5% | $178,498-45.6% | $79,858+21.6% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.8pp |
| Annual return | 5.77% | 24.19%-18.4pp | 151.09%-145.3pp | 31.72%-25.9pp |
| Employer contribution / active EE | $10,766 | $3,255+230.7% | $5,011+114.8% | $2,471+335.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,301 | $6,747+141.6% | $13,985+16.6% | $5,306+207.2% |