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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 | $61,251 | $74,535-17.8% | $100,712-39.2% | $82,637-25.9% |
| Participation rate | 96.7% | 61.2%+35.5pp | 69.3%+27.4pp | 68.1%+28.7pp |
| Annual return | 12.29% | 18.92%-6.6pp | 33.27%-21.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,262 | $1,503-16.0% | $2,313-45.4% | $2,552-50.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,237 | $6,576-66.0% | $9,256-75.8% | $7,339-69.5% |