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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 | $77,814-18.9% | $158,223-60.1% | $86,983-27.4% |
| Participation rate | 78.4% | 68.4%+10.0pp | 79.2%-0.8pp | 69.5%+8.8pp |
| Annual return | 6.07% | 30.54%-24.5pp | 52.09%-46.0pp | 25.83%-19.8pp |
| Employer contribution / active EE | $2,234 | $2,592-13.8% | $4,109-45.6% | $2,584-13.6% |
| Participant deferral / active EE | $2,907 | $3,270-11.1% | $5,467-46.8% | $4,194-30.7% |
| Admin fee / account holder | $2,823 | $5,879-52.0% | $16,047-82.4% | $7,856-64.1% |