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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 | $46,565 | $49,255-5.5% | $70,494-33.9% | $79,856-41.7% |
| Participation rate | 93.5% | 69.2%+24.3pp | 75.1%+18.4pp | 69.6%+23.8pp |
| Annual return | 2.52% | 30.10%-27.6pp | 109.16%-106.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $7,174 | $2,100+241.6% | $2,738+162.0% | $2,471+190.3% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,442 | $2,879+193.2% | $3,848+119.4% | $5,306+59.1% |