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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 | $54,313 | $72,492-25.1% | $87,102-37.6% | $72,983-25.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 14.69% | 24.46%-9.8pp | 28.19%-13.5pp | 81.01%-66.3pp |
| Employer contribution / active EE | $2,659 | $1,894+40.4% | $2,521+5.5% | $2,440+9.0% |
| Participant deferral / active EE | $7,911 | $3,270+142.0% | $4,048+95.4% | $3,608+119.3% |
| Admin fee / account holder | $4,774 | $5,055-5.6% | $7,491-36.3% | $5,124-6.8% |