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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 | $73,144 | $86,050-15.0% | $189,758-61.5% | $94,015-22.2% |
| Participation rate | 92.0% | 68.9%+23.1pp | 79.8%+12.2pp | 70.8%+21.2pp |
| Annual return | 9.65% | 17.77%-8.1pp | 52.62%-43.0pp | 17.84%-8.2pp |
| Employer contribution / active EE | $3,045 | $2,819+8.0% | $4,767-36.1% | $2,790+9.1% |
| Participant deferral / active EE | $5,679 | $3,349+69.6% | $5,856-3.0% | $4,249+33.6% |
| Admin fee / account holder | $10,927 | $6,627+64.9% | $20,388-46.4% | $8,951+22.1% |