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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 | $76,407+10.4% | $150,298-43.9% | $82,448+2.3% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 7.45% | 39.99%-32.5pp | 62.79%-55.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $2,354 | $2,614-10.0% | $4,154-43.3% | $2,551-7.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,097 | $6,352-51.2% | $14,116-78.1% | $7,234-57.2% |