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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 | $114,106 | $138,386-17.5% | $184,260-38.1% | $80,935+41.0% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.7%+29.6pp |
| Annual return | 8.00% | 20.02%-12.0pp | 28.84%-20.8pp | 35.66%-27.7pp |
| Employer contribution / active EE | $2,582 | $4,851-46.8% | $6,427-59.8% | $2,757-6.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,608 | $10,489-17.9% | $13,898-38.1% | $6,924+24.3% |