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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 | $66,053 | $153,311-56.9% | $109,313-39.6% | $273,972-75.9% |
| Participation rate | 81.8% | 80.1%+1.7pp | 71.3%+10.6pp | 83.0%-1.2pp |
| Annual return | 0.89% | 29.86%-29.0pp | 22.07%-21.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $2,618 | $5,619-53.4% | $3,892-32.7% | $4,869-46.2% |
| Participant deferral / active EE | $5,079 | $3,932+29.2% | $3,166+60.4% | $5,287-3.9% |
| Admin fee / account holder | $16,668 | $8,076+106.4% | $5,666+194.1% | $10,133+64.5% |