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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 | $35,564 | $45,050-21.1% | $63,018-43.6% | $70,126-49.3% |
| Participation rate | 90.5% | 69.5%+21.0pp | 74.8%+15.7pp | 69.5%+20.9pp |
| Annual return | 10.64% | 18.76%-8.1pp | 87.62%-77.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,470 | $2,466-40.4% | $3,330-55.9% | $3,332-55.9% |
| Admin fee / account holder | $5,380 | $2,834+89.8% | $3,601+49.4% | $4,645+15.8% |