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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 | $70,783 | $91,167-22.4% | $178,498-60.3% | $79,858-11.4% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 2.46% | 24.19%-21.7pp | 151.09%-148.6pp | 31.72%-29.3pp |
| Employer contribution / active EE | $2,000 | $3,255-38.6% | $5,011-60.1% | $2,471-19.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,438 | $6,747-63.9% | $13,985-82.6% | $5,306-54.1% |