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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 | $97,050 | $48,364+100.7% | $71,796+35.2% | $62,881+54.3% |
| Participation rate | 95.2% | 60.6%+34.5pp | 69.1%+26.0pp | 69.3%+25.9pp |
| Annual return | 0.26% | 13.16%-12.9pp | 78.04%-77.8pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,369 | $1,042+31.3% | $1,924-28.9% | $2,281-40.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,368 | $3,771-37.2% | $4,815-50.8% | $4,296-44.9% |