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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 | $66,921 | $56,894+17.6% | $84,753-21.0% | $62,881+6.4% |
| Participation rate | 97.7% | 68.5%+29.2pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 1.35% | 6.30%-5.0pp | 22.78%-21.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $16,665 | $2,400+594.4% | $3,574+366.2% | $2,281+630.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,154 | $3,581+71.9% | $5,333+15.4% | $4,296+43.3% |