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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 | $74,142 | $93,589-20.8% | $135,942-45.5% | $75,181-1.4% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.6pp | 67.2%+13.2pp |
| Annual return | 14.09% | 30.90%-16.8pp | 68.28%-54.2pp | 160.69%-146.6pp |
| Employer contribution / active EE | $4,621 | $3,537+30.6% | $4,858-4.9% | $2,671+73.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,880 | $6,977-73.1% | $10,764-82.5% | $5,650-66.7% |