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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 | $68,668 | $98,760-30.5% | $149,715-54.1% | $79,858-14.0% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 10.14% | 27.43%-17.3pp | 276.66%-266.5pp | 31.72%-21.6pp |
| Employer contribution / active EE | $919 | $3,217-71.4% | $4,645-80.2% | $2,471-62.8% |
| Participant deferral / active EE | $3,023 | $5,681-46.8% | $6,842-55.8% | $3,740-19.2% |
| Admin fee / account holder | $3,012 | $6,053-50.2% | $9,310-67.6% | $5,306-43.2% |