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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 | $75,541+11.7% | $152,093-44.5% | $82,637+2.1% |
| Participation rate | 95.2% | 66.5%+28.6pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 7.45% | 32.56%-25.1pp | 66.36%-58.9pp | 53.51%-46.1pp |
| Employer contribution / active EE | $2,354 | $2,622-10.2% | $4,175-43.6% | $2,552-7.8% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,097 | $6,405-51.6% | $14,497-78.6% | $7,339-57.8% |