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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 | $83,115 | $99,345-16.3% | $84,753-1.9% | $273,972-69.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 1.43% | 22.93%-21.5pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $5,219 | $4,214+23.9% | $3,574+46.0% | $4,869+7.2% |
| Participant deferral / active EE | $9,110 | $4,270+113.4% | $3,712+145.4% | $5,287+72.3% |
| Admin fee / account holder | $26,578 | $6,645+299.9% | $5,333+398.4% | $10,133+162.3% |