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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 | $78,499 | $81,262-3.4% | $155,602-49.6% | $80,911-3.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 7.59% | 33.34%-25.8pp | 64.81%-57.2pp | 35.63%-28.0pp |
| Employer contribution / active EE | $2,021 | $3,102-34.8% | $4,675-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,110 | $7,992+1.5% | $15,923-49.1% | $6,935+16.9% |