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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 | $93,397 | $76,834+21.6% | $108,359-13.8% | $87,485+6.8% |
| Participation rate | 93.9% | 61.7%+32.2pp | 70.1%+23.8pp | 68.9%+25.0pp |
| Annual return | 5.49% | 19.09%-13.6pp | 36.89%-31.4pp | 26.06%-20.6pp |
| Employer contribution / active EE | $3,030 | $1,556+94.7% | $2,399+26.3% | $2,596+16.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,348 | $6,537+12.4% | $9,741-24.6% | $7,775-5.5% |