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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 | $81,262 | $82,523-1.5% | $115,752-29.8% | $70,124+15.9% |
| Participation rate | 98.9% | 74.0%+24.9pp | 77.8%+21.2pp | 69.5%+29.4pp |
| Annual return | 8.36% | 28.22%-19.9pp | 19.41%-11.1pp | 73.14%-64.8pp |
| Employer contribution / active EE | $1,727 | $2,758-37.4% | $3,492-50.6% | $2,342-26.3% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,373 | $4,552-47.9% | $6,278-62.2% | $4,645-48.9% |