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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 | $127,030 | $72,273+75.8% | $101,275+25.4% | $79,856+59.1% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 1.76% | 22.30%-20.5pp | 46.48%-44.7pp | 31.71%-29.9pp |
| Employer contribution / active EE | $13,101 | $2,691+386.8% | $3,660+258.0% | $2,471+430.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,932 | $4,401+80.2% | $5,948+33.4% | $5,306+49.5% |