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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 | $25,652 | $72,273-64.5% | $101,275-74.7% | $79,856-67.9% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 6.81% | 22.30%-15.5pp | 46.48%-39.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $6,724 | $2,691+149.9% | $3,660+83.7% | $2,471+172.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,476 | $4,401-43.7% | $5,948-58.4% | $5,306-53.3% |