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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 | $54,933 | $101,798-46.0% | $165,071-66.7% | $80,935-32.1% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+29.0pp |
| Annual return | 9.57% | 16.73%-7.2pp | 70.17%-60.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,714 | $4,476-39.4% | $6,035-55.0% | $4,299-36.9% |
| Admin fee / account holder | $10,587 | $8,221+28.8% | $12,695-16.6% | $6,924+52.9% |