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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 | $58,896 | $57,119+3.1% | $85,187-30.9% | $80,935-27.2% |
| Participation rate | 97.1% | 56.4%+40.7pp | 67.5%+29.5pp | 67.7%+29.4pp |
| Annual return | 7.66% | 21.70%-14.0pp | 66.67%-59.0pp | 35.66%-28.0pp |
| Employer contribution / active EE | $3,049 | $1,802+69.2% | $2,732+11.6% | $2,757+10.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,154 | $4,990+3.3% | $6,162-16.4% | $6,924-25.6% |