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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 | $62,115 | $93,598-33.6% | $135,974-54.3% | $75,173-17.4% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 12.26% | 30.89%-18.6pp | 68.30%-56.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $4,683 | $3,538+32.4% | $4,859-3.6% | $2,671+75.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,065 | $6,978-70.4% | $10,767-80.8% | $5,651-63.5% |