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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 | $49,536 | $67,602-26.7% | $82,312-39.8% | $70,126-29.4% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 7.58% | 21.57%-14.0pp | 25.88%-18.3pp | 73.15%-65.6pp |
| Employer contribution / active EE | $8,000 | $1,755+355.9% | $2,428+229.4% | $2,343+241.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,497 | $4,512-66.8% | $5,608-73.3% | $4,645-67.8% |