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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 | $66,475 | $72,273-8.0% | $101,275-34.4% | $79,856-16.8% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 8.29% | 22.30%-14.0pp | 46.48%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $5,719 | $2,691+112.5% | $3,660+56.2% | $2,471+131.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,423 | $4,401-67.7% | $5,948-76.1% | $5,306-73.2% |