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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 | $95,453+5.8% | $112,040-9.9% | $82,448+22.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 7.95% | 23.92%-16.0pp | 24.52%-16.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $9,703 | $2,318+318.6% | $2,954+228.5% | $2,551+280.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,281 | $9,013-19.2% | $12,098-39.8% | $7,234+0.6% |