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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 | $96,126 | $49,255+95.2% | $70,494+36.4% | $79,856+20.4% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 4.52% | 30.10%-25.6pp | 109.16%-104.6pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,469 | $2,100+17.6% | $2,738-9.8% | $2,471-0.1% |
| Participant deferral / active EE | $5,407 | $2,768+95.3% | $3,711+45.7% | $3,741+44.5% |
| Admin fee / account holder | $25,132 | $2,879+772.9% | $3,848+553.1% | $5,306+373.6% |