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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 | $46,634 | $78,027-40.2% | $178,528-73.9% | $80,925-42.4% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.7%+29.2pp |
| Annual return | 7.75% | 18.09%-10.3pp | 27.11%-19.4pp | 35.65%-27.9pp |
| Employer contribution / active EE | $763 | $2,281-66.6% | $3,950-80.7% | $2,756-72.3% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,770 | $7,168-33.4% | $10,419-54.2% | $6,940-31.3% |