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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 | $62,492 | $93,057-32.8% | $153,500-59.3% | $80,925-22.8% |
| Participation rate | 98.6% | 69.0%+29.6pp | 77.1%+21.5pp | 67.7%+31.0pp |
| Annual return | -0.26% | 19.96%-20.2pp | 15.70%-16.0pp | 35.65%-35.9pp |
| Employer contribution / active EE | $4,257 | $3,507+21.4% | $5,039-15.5% | $2,756+54.4% |
| Participant deferral / active EE | $8,758 | $5,179+69.1% | $6,756+29.6% | $4,299+103.7% |
| Admin fee / account holder | $7,535 | $8,885-15.2% | $12,736-40.8% | $6,940+8.6% |