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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 | $74,019 | $87,059-15.0% | $105,608-29.9% | $80,925-8.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.7%+30.3pp |
| Annual return | 2.02% | 17.05%-15.0pp | 116.50%-114.5pp | 35.65%-33.6pp |
| Employer contribution / active EE | $2,180 | $2,396-9.1% | $3,167-31.2% | $2,756-20.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,182 | $8,443-38.6% | $11,028-53.0% | $6,940-25.3% |