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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 | $77,497 | $78,423-1.2% | $95,964-19.2% | $79,856-3.0% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 6.42% | 19.37%-13.0pp | 91.64%-85.2pp | 31.71%-25.3pp |
| Employer contribution / active EE | $5,308 | $1,945+172.8% | $2,541+108.9% | $2,471+114.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,112 | $5,622-26.8% | $6,797-39.5% | $5,306-22.5% |