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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 | $84,367 | $65,364+29.1% | $92,909-9.2% | $72,975+15.6% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 5.18% | 42.11%-36.9pp | 109.44%-104.3pp | 81.01%-75.8pp |
| Employer contribution / active EE | $10,718 | $2,594+313.1% | $3,653+193.4% | $2,440+339.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,245 | $4,251+70.4% | $5,795+25.0% | $5,124+41.4% |