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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 | $52,939 | $81,233-34.8% | $155,567-66.0% | $80,874-34.5% |
| Participation rate | 70.1% | 66.2%+3.9pp | 78.2%-8.0pp | 67.6%+2.5pp |
| Annual return | 9.95% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $4,964 | $3,101+60.1% | $4,674+6.2% | $2,756+80.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,141 | $7,998-73.2% | $15,916-86.5% | $6,935-69.1% |