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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 | $58,041 | $146,267-60.3% | $197,124-70.6% | $82,448-29.6% |
| Participation rate | 83.0% | 84.0%-1.0pp | 86.7%-3.7pp | 68.1%+14.9pp |
| Annual return | 9.05% | 29.61%-20.6pp | 44.34%-35.3pp | 41.64%-32.6pp |
| Employer contribution / active EE | $2,218 | $4,723-53.0% | $6,227-64.4% | $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 | $5,724 | $14,422-60.3% | $16,298-64.9% | $7,234-20.9% |