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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 | $73,787+26.6% | $98,716-5.4% | $82,448+13.3% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.3%+24.6pp | 68.1%+25.9pp |
| Annual return | 5.49% | 18.57%-13.1pp | 31.81%-26.3pp | 41.64%-36.1pp |
| Employer contribution / active EE | $3,030 | $1,511+100.5% | $2,279+33.0% | $2,551+18.8% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,348 | $6,500+13.0% | $8,703-15.6% | $7,234+1.6% |