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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 | $59,940 | $95,453-37.2% | $112,040-46.5% | $82,448-27.3% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.5%+4.9pp | 68.1%+13.3pp |
| Annual return | 10.31% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,786 | $2,318+20.2% | $2,954-5.7% | $2,551+9.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,069 | $9,013-66.0% | $12,098-74.6% | $7,234-57.6% |