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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 | $83,898+11.3% | $133,346-30.0% | $94,015-0.7% |
| Participation rate | 93.9% | 63.4%+30.6pp | 72.8%+21.1pp | 70.8%+23.1pp |
| Annual return | 5.49% | 16.00%-10.5pp | 36.85%-31.4pp | 17.84%-12.4pp |
| Employer contribution / active EE | $3,030 | $1,821+66.4% | $2,853+6.2% | $2,790+8.6% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,348 | $7,809-5.9% | $14,264-48.5% | $8,951-17.9% |