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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 | $67,011 | $110,137-39.2% | $161,149-58.4% | $82,637-18.9% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 10.36% | 20.69%-10.3pp | 21.16%-10.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $3,500 | $2,856+22.5% | $4,360-19.7% | $2,552+37.1% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,135 | $9,467-88.0% | $15,194-92.5% | $7,339-84.5% |