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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 | $35,762 | $87,106-58.9% | $105,607-66.1% | $80,935-55.8% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.3%+21.9pp | 67.7%+29.6pp |
| Annual return | 9.99% | 17.01%-7.0pp | 116.11%-106.1pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,222 | $2,396-7.3% | $3,167-29.8% | $2,757-19.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,326 | $8,447-36.9% | $10,958-51.4% | $6,924-23.1% |