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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 | $75,875 | $86,938-12.7% | $102,423-25.9% | $80,925-6.2% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 2.74% | 18.89%-16.2pp | 29.42%-26.7pp | 35.65%-32.9pp |
| Employer contribution / active EE | $9,259 | $2,369+290.8% | $3,023+206.3% | $2,756+235.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,239 | $8,053-84.6% | $9,455-86.9% | $6,940-82.2% |