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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 | $88,650 | $69,444+27.7% | $92,985-4.7% | $87,485+1.3% |
| Participation rate | 96.0% | 63.3%+32.7pp | 69.5%+26.5pp | 68.9%+27.1pp |
| Annual return | 9.68% | 23.85%-14.2pp | 27.99%-18.3pp | 26.06%-16.4pp |
| Employer contribution / active EE | $4,667 | $1,917+143.4% | $2,662+75.3% | $2,596+79.7% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,500 | $6,137+234.0% | $9,463+116.6% | $7,775+163.7% |