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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 | $42,519 | $67,602-37.1% | $82,312-48.3% | $70,126-39.4% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 4.52% | 21.57%-17.0pp | 25.88%-21.4pp | 73.15%-68.6pp |
| Employer contribution / active EE | $5,357 | $1,755+205.3% | $2,428+120.6% | $2,343+128.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,805 | $4,512+6.5% | $5,608-14.3% | $4,645+3.4% |