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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 | $97,550-38.6% | $120,344-50.2% | $87,485-31.5% |
| Participation rate | 81.4% | 72.8%+8.5pp | 76.7%+4.6pp | 68.9%+12.4pp |
| Annual return | 10.31% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.8pp |
| Employer contribution / active EE | $2,786 | $2,291+21.6% | $3,020-7.7% | $2,596+7.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,069 | $9,543-67.8% | $12,742-75.9% | $7,775-60.5% |