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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 | $62,757 | $76,551-18.0% | $123,894-49.3% | $62,881-0.2% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 1.15% | 18.68%-17.5pp | 47.52%-46.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $6,443 | $2,882+123.5% | $4,617+39.6% | $2,281+182.5% |
| Participant deferral / active EE | $7,907 | $4,840+63.4% | $5,984+32.1% | $3,203+146.9% |
| Admin fee / account holder | $3,419 | $4,826-29.2% | $8,357-59.1% | $4,296-20.4% |