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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 | $74,890 | $81,358-8.0% | $155,556-51.9% | $80,959-7.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.3pp |
| Annual return | 0.04% | 33.39%-33.3pp | 64.84%-64.8pp | 35.67%-35.6pp |
| Employer contribution / active EE | $4,996 | $3,106+60.8% | $4,675+6.9% | $2,757+81.2% |
| Participant deferral / active EE | $3,882 | $3,455+12.4% | $5,631-31.1% | $4,300-9.7% |
| Admin fee / account holder | $5,805 | $7,994-27.4% | $15,885-63.5% | $6,925-16.2% |