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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 | $82,271 | $87,166-5.6% | $76,735+7.2% | $137,256-40.1% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 10.73% | 26.50%-15.8pp | 29.77%-19.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,429 | $2,904-50.8% | $2,454-41.8% | $4,156-65.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,677 | $8,403-80.0% | $7,189-76.7% | $12,270-86.3% |