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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 | $63,128 | $78,690-19.8% | $161,489-60.9% | $87,485-27.8% |
| Participation rate | 78.4% | 67.5%+10.9pp | 78.7%-0.3pp | 68.9%+9.4pp |
| Annual return | 6.07% | 32.74%-26.7pp | 89.72%-83.6pp | 26.06%-20.0pp |
| Employer contribution / active EE | $2,234 | $2,588-13.7% | $4,268-47.7% | $2,596-14.0% |
| Participant deferral / active EE | $2,907 | $3,311-12.2% | $5,630-48.4% | $4,274-32.0% |
| Admin fee / account holder | $2,823 | $6,724-58.0% | $16,006-82.4% | $7,775-63.7% |