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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 | $115,917 | $47,944+141.8% | $67,834+70.9% | $62,881+84.3% |
| Participation rate | 88.9% | 61.1%+27.8pp | 68.8%+20.1pp | 69.3%+19.6pp |
| Annual return | 4.22% | 11.77%-7.5pp | 138.47%-134.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,778 | $1,562+77.8% | $2,403+15.6% | $2,281+21.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,155 | $3,712-15.0% | $4,622-31.7% | $4,296-26.5% |