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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 | $159,717 | $76,371+109.1% | $93,621+70.6% | $72,976+118.9% |
| Participation rate | 96.4% | 71.8%+24.6pp | 75.8%+20.5pp | 69.5%+26.9pp |
| Annual return | 4.48% | 25.82%-21.3pp | 32.76%-28.3pp | 81.02%-76.5pp |
| Employer contribution / active EE | $8,365 | $2,276+267.6% | $2,719+207.7% | $2,440+242.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,552 | $6,839-77.3% | $7,890-80.3% | $5,124-69.7% |