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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 | $70,953 | $112,729-37.1% | $98,716-28.1% | $137,256-48.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.3%+25.2pp | 80.0%+14.5pp |
| Annual return | 0.81% | 38.48%-37.7pp | 31.81%-31.0pp | 220.34%-219.5pp |
| Employer contribution / active EE | $2,778 | $2,725+1.9% | $2,279+21.9% | $4,156-33.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,891 | $10,129-51.7% | $8,703-43.8% | $12,270-60.1% |