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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 | $152,448 | $106,524+43.1% | $152,301+0.1% | $87,485+74.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.4%+14.3pp | 68.9%+27.8pp |
| Annual return | 4.86% | 26.89%-22.0pp | 80.50%-75.6pp | 26.06%-21.2pp |
| Employer contribution / active EE | $2,823 | $3,371-16.3% | $4,624-39.0% | $2,596+8.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,120 | $8,287-38.2% | $14,398-64.4% | $7,775-34.1% |