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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 | $57,179 | $80,983-29.4% | $96,544-40.8% | $75,177-23.9% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.3pp | 67.2%+26.1pp |
| Annual return | 8.60% | 27.05%-18.5pp | 25.88%-17.3pp | 160.75%-152.2pp |
| Employer contribution / active EE | $8,718 | $2,282+282.0% | $2,966+193.9% | $2,671+226.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,673 | $6,717-45.3% | $8,254-55.5% | $5,651-35.0% |