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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 | $78,520-24.3% | $96,576-38.5% | $82,448-27.9% |
| Participation rate | 97.9% | 77.7%+20.1pp | 81.4%+16.4pp | 68.1%+29.8pp |
| Annual return | 9.24% | 41.30%-32.1pp | 38.47%-29.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $106 | $2,630-96.0% | $3,553-97.0% | $2,551-95.8% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,070 | $13,455-92.0% | $11,381-90.6% | $7,234-85.2% |