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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 | $58,691 | $95,453-38.5% | $112,040-47.6% | $82,448-28.8% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.5%+21.9pp | 68.1%+30.3pp |
| Annual return | 5.97% | 23.92%-18.0pp | 24.52%-18.6pp | 41.64%-35.7pp |
| Employer contribution / active EE | $887 | $2,318-61.7% | $2,954-70.0% | $2,551-65.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,266 | $9,013-19.4% | $12,098-39.9% | $7,234+0.4% |