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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 | $40,628 | $92,041-55.9% | $299,830-86.4% | $94,015-56.8% |
| Participation rate | 95.9% | 71.4%+24.5pp | 78.5%+17.4pp | 70.8%+25.1pp |
| Annual return | 9.92% | 15.24%-5.3pp | 10.58%-0.7pp | 17.84%-7.9pp |
| Employer contribution / active EE | $2,720 | $2,506+8.5% | $5,842-53.4% | $2,790-2.5% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,081 | $8,997-76.9% | $50,982-95.9% | $8,951-76.8% |