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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 | $55,961 | $138,385-59.6% | $184,243-69.6% | $80,925-30.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 8.56% | 20.02%-11.5pp | 28.82%-20.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $4,440 | $4,851-8.5% | $6,427-30.9% | $2,756+61.1% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,455 | $10,489-48.0% | $13,914-60.8% | $6,940-21.4% |