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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 | $87,132-15.0% | $105,624-29.9% | $80,959-8.6% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.7%+30.2pp |
| Annual return | 2.02% | 17.03%-15.0pp | 116.20%-114.2pp | 35.67%-33.7pp |
| Employer contribution / active EE | $2,180 | $2,397-9.1% | $3,168-31.2% | $2,757-20.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,182 | $8,449-38.7% | $10,961-52.7% | $6,925-25.2% |