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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 | $57,264 | $70,532-18.8% | $68,948-16.9% | $137,256-58.3% |
| Participation rate | 85.7% | 81.0%+4.7pp | 79.2%+6.6pp | 80.0%+5.8pp |
| Annual return | 10.00% | 32.56%-22.6pp | 28.39%-18.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,577 | $4,355+5.1% | $4,165+9.9% | $4,156+10.1% |
| Participant deferral / active EE | $1,741 | $6,773-74.3% | $6,186-71.9% | $6,407-72.8% |
| Admin fee / account holder | $14,225 | $7,916+79.7% | $7,539+88.7% | $12,270+15.9% |