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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 | $64,798 | $106,524-39.2% | $152,301-57.5% | $87,485-25.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 7.54% | 26.89%-19.4pp | 80.50%-73.0pp | 26.06%-18.5pp |
| Employer contribution / active EE | $9,327 | $3,371+176.7% | $4,624+101.7% | $2,596+259.3% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,254 | $8,287-60.7% | $14,398-77.4% | $7,775-58.2% |