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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 | $54,151 | $91,179-40.6% | $178,499-69.7% | $79,852-32.2% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 4.79% | 24.19%-19.4pp | 151.10%-146.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $2,693 | $3,256-17.3% | $5,011-46.3% | $2,471+9.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,222 | $6,749-22.6% | $13,986-62.7% | $5,306-1.6% |