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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 | $47,283 | $49,236-4.0% | $70,455-32.9% | $79,860-40.8% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.1%+19.2pp | 69.6%+24.7pp |
| Annual return | 3.83% | 30.07%-26.2pp | 109.06%-105.2pp | 31.72%-27.9pp |
| Employer contribution / active EE | $4,880 | $2,100+132.4% | $2,737+78.3% | $2,471+97.5% |
| Participant deferral / active EE | $4,175 | $2,769+50.8% | $3,709+12.6% | $3,740+11.6% |
| Admin fee / account holder | $6,691 | $2,877+132.5% | $3,845+74.0% | $5,306+26.1% |