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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 | $72,453 | $93,617-22.6% | $135,982-46.7% | $75,177-3.6% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 4.09% | 30.89%-26.8pp | 68.32%-64.2pp | 160.75%-156.7pp |
| Employer contribution / active EE | $5,777 | $3,538+63.3% | $4,859+18.9% | $2,671+116.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,914 | $6,980-29.6% | $10,767-54.4% | $5,651-13.0% |