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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 | $27,127 | $63,082-57.0% | $81,726-66.8% | $79,856-66.0% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.0%+22.6pp | 69.6%+25.0pp |
| Annual return | 8.99% | 22.66%-13.7pp | 29.49%-20.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,882 | $1,795+4.8% | $4,311-56.3% | $2,471-23.9% |
| Participant deferral / active EE | $1,607 | $2,780-42.2% | $7,108-77.4% | $3,741-57.0% |
| Admin fee / account holder | $5,165 | $4,428+16.6% | $5,160+0.1% | $5,306-2.7% |