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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 | $89,783 | $49,249+82.3% | $70,476+27.4% | $79,852+12.4% |
| Participation rate | 91.2% | 69.2%+22.0pp | 75.1%+16.1pp | 69.6%+21.5pp |
| Annual return | 3.27% | 30.09%-26.8pp | 109.12%-105.9pp | 31.72%-28.5pp |
| Employer contribution / active EE | $1,836 | $2,100-12.6% | $2,738-32.9% | $2,471-25.7% |
| Participant deferral / active EE | $2,351 | $2,769-15.1% | $3,710-36.6% | $3,740-37.1% |
| Admin fee / account holder | $7,387 | $2,878+156.7% | $3,847+92.0% | $5,306+39.2% |