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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 | $56,784 | $54,757+3.7% | $90,304-37.1% | $72,975-22.2% |
| Participation rate | 72.6% | 65.2%+7.4pp | 73.3%-0.7pp | 69.5%+3.1pp |
| Annual return | 12.36% | 30.63%-18.3pp | 78.13%-65.8pp | 81.01%-68.7pp |
| Employer contribution / active EE | $2,582 | $2,093+23.4% | $2,855-9.6% | $2,440+5.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,943 | $3,973+401.9% | $5,354+272.5% | $5,124+289.2% |