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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 | $82,004 | $112,729-27.3% | $98,716-16.9% | $137,256-40.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 4.97% | 38.48%-33.5pp | 31.81%-26.8pp | 220.34%-215.4pp |
| Employer contribution / active EE | $3,333 | $2,725+22.3% | $2,279+46.3% | $4,156-19.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,674 | $10,129-24.2% | $8,703-11.8% | $12,270-37.5% |