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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 | $61,947 | $67,602-8.4% | $82,312-24.7% | $70,126-11.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 10.17% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,481 | $2,987-50.4% | $3,706-60.0% | $3,332-55.5% |
| Admin fee / account holder | $1,009 | $4,512-77.6% | $5,608-82.0% | $4,645-78.3% |