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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 | $88,389 | $65,367+35.2% | $92,915-4.9% | $72,976+21.1% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | 5.84% | 42.11%-36.3pp | 109.45%-103.6pp | 81.02%-75.2pp |
| Employer contribution / active EE | $11,070 | $2,594+326.8% | $3,653+203.0% | $2,440+353.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,887 | $4,251+38.5% | $5,796+1.6% | $5,124+14.9% |