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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 | $58,975 | $59,804-1.4% | $81,982-28.1% | $79,856-26.1% |
| Participation rate | 95.2% | 61.6%+33.5pp | 69.3%+25.9pp | 69.6%+25.5pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $14,460 | $1,713+743.9% | $2,498+478.8% | $2,471+485.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,891 | $4,288+84.0% | $5,665+39.3% | $5,306+48.7% |