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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 | $63,233 | $81,262-22.2% | $155,602-59.4% | $80,911-21.8% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 9.25% | 33.34%-24.1pp | 64.81%-55.6pp | 35.63%-26.4pp |
| Employer contribution / active EE | $4,911 | $3,102+58.3% | $4,675+5.0% | $2,756+78.2% |
| Participant deferral / active EE | $2,443 | $3,451-29.2% | $5,629-56.6% | $4,297-43.2% |
| Admin fee / account holder | $35,881 | $7,992+349.0% | $15,923+125.3% | $6,935+417.4% |