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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 | $81,775 | $136,860-40.2% | $120,344-32.0% | $154,746-47.2% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 8.71% | 21.38%-12.7pp | 20.30%-11.6pp | 172.34%-163.6pp |
| Employer contribution / active EE | $952 | $3,533-73.0% | $3,020-68.5% | $4,379-78.3% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $833 | $15,393-94.6% | $12,742-93.5% | $14,365-94.2% |