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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 | $114,112 | $125,797-9.3% | $170,057-32.9% | $75,177+51.8% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 12.76% | 27.20%-14.4pp | 53.42%-40.7pp | 160.75%-148.0pp |
| Employer contribution / active EE | $2,364 | $4,616-48.8% | $6,790-65.2% | $2,671-11.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,390 | $8,177-9.6% | $12,826-42.4% | $5,651+30.8% |