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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 | $73,296 | $87,106-15.9% | $105,607-30.6% | $80,935-9.4% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 8.60% | 17.01%-8.4pp | 116.11%-107.5pp | 35.66%-27.1pp |
| Employer contribution / active EE | $3,857 | $2,396+61.0% | $3,167+21.8% | $2,757+39.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,597 | $8,447-81.1% | $10,958-85.4% | $6,924-76.9% |