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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 | $45,008 | $142,972-68.5% | $214,702-79.0% | $86,983-48.3% |
| Participation rate | 94.9% | 84.9%+10.0pp | 87.5%+7.4pp | 69.5%+25.3pp |
| Annual return | 6.84% | 18.49%-11.6pp | 54.55%-47.7pp | 25.83%-19.0pp |
| Employer contribution / active EE | $2,385 | $4,635-48.6% | $6,461-63.1% | $2,584-7.7% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,197 | $17,617-76.2% | $19,830-78.8% | $7,856-46.6% |