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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 | $73,407 | $99,994-26.6% | $146,647-49.9% | $85,851-14.5% |
| Participation rate | 97.1% | 73.1%+24.0pp | 80.1%+17.0pp | 69.3%+27.7pp |
| Annual return | 3.09% | 18.93%-15.8pp | 22.75%-19.7pp | 318.63%-315.5pp |
| Employer contribution / active EE | $3,676 | $2,559+43.7% | $4,137-11.1% | $2,565+43.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,149 | $7,703-7.2% | $10,281-30.5% | $6,261+14.2% |