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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 | $67,229 | $71,208-5.6% | $93,681-28.2% | $80,911-16.9% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.6%+18.8pp |
| Annual return | 9.27% | 11.27%-2.0pp | 133.47%-124.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $2,865 | $1,564+83.2% | $2,422+18.3% | $2,756+4.0% |
| Participant deferral / active EE | $6,735 | $4,035+66.9% | $4,415+52.5% | $4,297+56.7% |
| Admin fee / account holder | $1,629 | $6,951-76.6% | $8,290-80.4% | $6,935-76.5% |