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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 | $85,716 | $72,273+18.6% | $101,275-15.4% | $79,856+7.3% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.8%+22.6pp | 69.6%+28.7pp |
| Annual return | 4.09% | 22.30%-18.2pp | 46.48%-42.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,725 | $2,691+1.3% | $3,660-25.5% | $2,471+10.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,891 | $4,401-34.3% | $5,948-51.4% | $5,306-45.5% |