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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 | $68,263 | $84,236-19.0% | $170,435-59.9% | $70,126-2.7% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 6.72% | 23.06%-16.3pp | 205.94%-199.2pp | 73.15%-66.4pp |
| Employer contribution / active EE | $4,482 | $3,387+32.3% | $5,432-17.5% | $2,343+91.3% |
| Participant deferral / active EE | $3,138 | $3,086+1.7% | $4,939-36.5% | $3,332-5.8% |
| Admin fee / account holder | $15,638 | $5,698+174.4% | $13,881+12.7% | $4,645+236.6% |