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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 | $70,390 | $75,720-7.0% | $90,312-22.1% | $86,983-19.1% |
| Participation rate | 95.2% | 66.3%+29.0pp | 72.9%+22.3pp | 69.5%+25.7pp |
| Annual return | 9.37% | 18.55%-9.2pp | 18.90%-9.5pp | 25.83%-16.5pp |
| Employer contribution / active EE | $2,381 | $1,945+22.4% | $2,243+6.2% | $2,584-7.9% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,528 | $6,201-27.0% | $8,248-45.1% | $7,856-42.4% |