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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 | $59,436 | $83,061-28.4% | $126,068-52.9% | $94,015-36.8% |
| Participation rate | 97.9% | 81.2%+16.7pp | 84.7%+13.2pp | 70.8%+27.1pp |
| Annual return | 9.24% | 20.41%-11.2pp | 15.01%-5.8pp | 17.84%-8.6pp |
| Employer contribution / active EE | $106 | $2,864-96.3% | $3,968-97.3% | $2,790-96.2% |
| Participant deferral / active EE | $0 | $7,042-100.0% | $8,214-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,070 | $7,208-85.2% | $18,264-94.1% | $8,951-88.0% |