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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 | $81,331-22.3% | $155,534-59.3% | $80,935-21.9% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 9.25% | 33.37%-24.1pp | 64.92%-55.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $4,911 | $3,105+58.2% | $4,675+5.0% | $2,757+78.1% |
| Participant deferral / active EE | $2,443 | $3,454-29.3% | $5,630-56.6% | $4,299-43.2% |
| Admin fee / account holder | $35,881 | $7,999+348.6% | $15,900+125.7% | $6,924+418.2% |