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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 | $58,544 | $56,544+3.5% | $75,501-22.5% | $70,126-16.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 72.4%+24.3pp | 69.5%+27.1pp |
| Annual return | 9.04% | 23.59%-14.5pp | 27.35%-18.3pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,880 | $1,817+3.5% | $2,352-20.1% | $2,343-19.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,201 | $3,827-16.3% | $5,801-44.8% | $4,645-31.1% |