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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 | $71,905 | $78,423-8.3% | $95,964-25.1% | $79,856-10.0% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.2pp |
| Annual return | 5.84% | 19.37%-13.5pp | 91.64%-85.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $1,579 | $1,945-18.8% | $2,541-37.9% | $2,471-36.1% |
| Participant deferral / active EE | $3,736 | $3,440+8.6% | $4,167-10.3% | $3,741-0.1% |
| Admin fee / account holder | $13,894 | $5,622+147.2% | $6,797+104.4% | $5,306+161.8% |