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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 | $58,627+51.2% | $76,735+15.5% | $82,448+7.5% |
| Participation rate | 96.0% | 63.2%+32.8pp | 69.5%+26.5pp | 68.1%+27.9pp |
| Annual return | 9.68% | 39.10%-29.4pp | 29.77%-20.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $4,667 | $1,729+169.9% | $2,454+90.1% | $2,551+82.9% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,500 | $5,323+285.2% | $7,189+185.1% | $7,234+183.4% |