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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 | $48,198 | $67,602-28.7% | $82,312-41.4% | $70,126-31.3% |
| Participation rate | 80.4% | 72.8%+7.7pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 6.83% | 21.57%-14.7pp | 25.88%-19.0pp | 73.15%-66.3pp |
| Employer contribution / active EE | $2,565 | $1,755+46.1% | $2,428+5.6% | $2,343+9.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,649 | $4,512+313.4% | $5,608+232.6% | $4,645+301.4% |