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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 | $59,934 | $81,331-26.3% | $155,534-61.5% | $80,935-25.9% |
| Participation rate | 97.0% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 8.45% | 33.37%-24.9pp | 64.92%-56.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $2,601 | $3,105-16.2% | $4,675-44.4% | $2,757-5.6% |
| Participant deferral / active EE | $3,223 | $3,454-6.7% | $5,630-42.8% | $4,299-25.0% |
| Admin fee / account holder | $408 | $7,999-94.9% | $15,900-97.4% | $6,924-94.1% |