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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 | $49,016 | $71,197-31.2% | $93,669-47.7% | $80,925-39.4% |
| Participation rate | 70.7% | 60.4%+10.3pp | 68.7%+2.0pp | 67.7%+3.1pp |
| Annual return | 7.42% | 11.27%-3.8pp | 133.59%-126.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $2,137 | $1,565+36.6% | $2,424-11.8% | $2,756-22.5% |
| Participant deferral / active EE | $3,073 | $4,036-23.9% | $4,416-30.4% | $4,299-28.5% |
| Admin fee / account holder | $660 | $6,959-90.5% | $8,291-92.0% | $6,940-90.5% |