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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 | $96,936 | $80,985+19.7% | $96,576+0.4% | $75,181+28.9% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 6.47% | 27.05%-20.6pp | 25.87%-19.4pp | 160.69%-154.2pp |
| Employer contribution / active EE | $8,763 | $2,282+283.9% | $2,965+195.5% | $2,671+228.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,947 | $6,719-11.5% | $8,253-27.9% | $5,650+5.3% |