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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 | $42,617 | $72,492-41.2% | $87,102-51.1% | $72,983-41.6% |
| Participation rate | 77.6% | 72.8%+4.7pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 6.76% | 24.46%-17.7pp | 28.19%-21.4pp | 81.01%-74.2pp |
| Employer contribution / active EE | $3,298 | $1,894+74.1% | $2,521+30.8% | $2,440+35.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,921 | $5,055+17.1% | $7,491-21.0% | $5,124+15.6% |