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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 | $58,938 | $108,825-45.8% | $156,181-62.3% | $82,448-28.5% |
| Participation rate | 94.5% | 72.4%+22.2pp | 78.8%+15.7pp | 68.1%+26.5pp |
| Annual return | 8.87% | 20.59%-11.7pp | 64.87%-56.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $4,710 | $2,870+64.1% | $4,294+9.7% | $2,551+84.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,511 | $9,341-73.1% | $14,586-82.8% | $7,234-65.3% |