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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 | $68,331 | $54,757+24.8% | $90,304-24.3% | $72,975-6.4% |
| Participation rate | 92.3% | 65.2%+27.1pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 5.89% | 30.63%-24.7pp | 78.13%-72.2pp | 81.01%-75.1pp |
| Employer contribution / active EE | $3,976 | $2,093+90.0% | $2,855+39.3% | $2,440+62.9% |
| Participant deferral / active EE | $5,016 | $2,887+73.7% | $3,885+29.1% | $3,608+39.0% |
| Admin fee / account holder | $557 | $3,973-86.0% | $5,354-89.6% | $5,124-89.1% |