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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 | $61,421 | $72,492-15.3% | $87,104-29.5% | $72,975-15.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 13.17% | 24.46%-11.3pp | 28.19%-15.0pp | 81.01%-67.8pp |
| Employer contribution / active EE | $4,291 | $1,894+126.6% | $2,521+70.2% | $2,440+75.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,706 | $5,055+32.7% | $7,491-10.5% | $5,124+30.9% |