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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 | $49,815 | $54,757-9.0% | $90,304-44.8% | $72,975-31.7% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 5.73% | 30.63%-24.9pp | 78.13%-72.4pp | 81.01%-75.3pp |
| Employer contribution / active EE | $2,182 | $2,093+4.3% | $2,855-23.6% | $2,440-10.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $563 | $3,973-85.8% | $5,354-89.5% | $5,124-89.0% |