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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 | $84,362 | $77,814+8.4% | $158,223-46.7% | $86,983-3.0% |
| Participation rate | 95.2% | 68.4%+26.7pp | 79.2%+16.0pp | 69.5%+25.6pp |
| Annual return | 7.45% | 30.54%-23.1pp | 52.09%-44.6pp | 25.83%-18.4pp |
| Employer contribution / active EE | $2,354 | $2,592-9.2% | $4,109-42.7% | $2,584-8.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,097 | $5,879-47.3% | $16,047-80.7% | $7,856-60.6% |