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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 | $54,122 | $110,212-50.9% | $96,534-43.9% | $139,466-61.2% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 6.63% | 26.42%-19.8pp | 25.88%-19.3pp | 373.66%-367.0pp |
| Employer contribution / active EE | $3,158 | $3,620-12.8% | $2,965+6.5% | $4,754-33.6% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,377 | $11,599-45.0% | $8,253-22.7% | $11,409-44.1% |