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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 | $100,963 | $104,098-3.0% | $140,514-28.1% | $94,015+7.4% |
| Participation rate | 96.2% | 73.7%+22.4pp | 77.8%+18.4pp | 70.8%+25.3pp |
| Annual return | 7.95% | 15.14%-7.2pp | 14.36%-6.4pp | 17.84%-9.9pp |
| Employer contribution / active EE | $9,703 | $2,388+306.3% | $3,378+187.2% | $2,790+247.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,281 | $10,439-30.2% | $13,697-46.8% | $8,951-18.7% |