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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 | $60,745 | $67,602-10.1% | $82,312-26.2% | $70,126-13.4% |
| Participation rate | 98.4% | 72.8%+25.7pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 10.38% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.8pp |
| Employer contribution / active EE | $781 | $1,755-55.5% | $2,428-67.8% | $2,343-66.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,270 | $4,512-49.7% | $5,608-59.5% | $4,645-51.1% |