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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 | $37,055 | $91,480-59.5% | $135,998-72.8% | $71,535-48.2% |
| Participation rate | 95.1% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 6.16% | 29.89%-23.7pp | 68.37%-62.2pp | 28.97%-22.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,860-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $10,959 | $7,095+54.5% | $7,761+41.2% | $4,292+155.4% |
| Admin fee / account holder | $1,353 | $1,267+6.8% | $10,769-87.4% | $1,589-14.8% |