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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 | $66,514 | $58,493+13.7% | $84,023-20.8% | $72,976-8.9% |
| Participation rate | 98.0% | 61.2%+36.7pp | 69.0%+28.9pp | 69.5%+28.5pp |
| Annual return | 6.30% | 28.93%-22.6pp | 71.32%-65.0pp | 81.02%-74.7pp |
| Employer contribution / active EE | $7,653 | $1,163+558.0% | $1,984+285.8% | $2,440+213.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,024 | $4,569+31.9% | $6,102-1.3% | $5,124+17.6% |