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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 | $44,655 | $146,267-69.5% | $197,124-77.3% | $82,448-45.8% |
| Participation rate | 98.1% | 84.0%+14.1pp | 86.7%+11.4pp | 68.1%+30.0pp |
| Annual return | 10.18% | 29.61%-19.4pp | 44.34%-34.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,885 | $4,723-38.9% | $6,227-53.7% | $2,551+13.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,923 | $14,422-31.2% | $16,298-39.1% | $7,234+37.2% |