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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 | $52,066 | $39,132+33.1% | $57,196-9.0% | $62,881-17.2% |
| Participation rate | 72.5% | 70.5%+2.1pp | 75.3%-2.8pp | 69.3%+3.2pp |
| Annual return | 0.04% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,889 | $1,874+54.2% | $2,683+7.7% | $2,281+26.7% |
| Participant deferral / active EE | $2,896 | $2,374+22.0% | $3,096-6.5% | $3,203-9.6% |
| Admin fee / account holder | $9,980 | $2,594+284.7% | $3,141+217.8% | $4,296+132.3% |