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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 | $146,175 | $67,602+116.2% | $82,312+77.6% | $70,126+108.4% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 7.25% | 21.57%-14.3pp | 25.88%-18.6pp | 73.15%-65.9pp |
| Employer contribution / active EE | $660 | $1,755-62.4% | $2,428-72.8% | $2,343-71.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $638 | $4,512-85.9% | $5,608-88.6% | $4,645-86.3% |