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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 | $68,522 | $72,027-4.9% | $185,835-63.1% | $79,852-14.2% |
| Participation rate | 94.3% | 65.8%+28.5pp | 78.0%+16.2pp | 69.6%+24.6pp |
| Annual return | 7.89% | 23.13%-15.2pp | 35.96%-28.1pp | 31.72%-23.8pp |
| Employer contribution / active EE | $1,139 | $1,965-42.1% | $4,087-72.1% | $2,471-53.9% |
| Participant deferral / active EE | $9,690 | $3,780+156.4% | $5,633+72.0% | $3,740+159.1% |
| Admin fee / account holder | $2,037 | $4,513-54.9% | $9,502-78.6% | $5,306-61.6% |