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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 | $70,662 | $71,230-0.8% | $93,727-24.6% | $80,959-12.7% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.7%+30.2pp |
| Annual return | 2.78% | 11.26%-8.5pp | 133.83%-131.0pp | 35.67%-32.9pp |
| Employer contribution / active EE | $2,564 | $1,565+63.8% | $2,421+5.9% | $2,757-7.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,330 | $6,961+48.4% | $8,292+24.6% | $6,925+49.2% |