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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 | $76,530 | $108,825-29.7% | $156,181-51.0% | $82,448-7.2% |
| Participation rate | 98.1% | 72.4%+25.7pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | 12.00% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,520 | $2,870-12.2% | $4,294-41.3% | $2,551-1.2% |
| Participant deferral / active EE | $3,461 | $4,577-24.4% | $6,132-43.6% | $4,139-16.4% |
| Admin fee / account holder | $2,592 | $9,341-72.3% | $14,586-82.2% | $7,234-64.2% |