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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 | $68,422 | $91,474-25.2% | $135,982-49.7% | $71,529-4.3% |
| Participation rate | 96.4% | 75.7%+20.7pp | 81.9%+14.5pp | 67.9%+28.5pp |
| Annual return | 11.25% | 29.89%-18.6pp | 68.32%-57.1pp | 28.97%-17.7pp |
| Employer contribution / active EE | $7,658 | $3,705+106.7% | $4,859+57.6% | $2,590+195.7% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,628 | $1,267+107.4% | $10,767-75.6% | $1,588+65.4% |