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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 | $36,058 | $45,050-20.0% | $63,018-42.8% | $70,126-48.6% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.0pp |
| Annual return | 10.28% | 18.76%-8.5pp | 87.62%-77.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,790 | $2,466+13.2% | $3,330-16.2% | $3,332-16.3% |
| Admin fee / account holder | $2,447 | $2,834-13.6% | $3,601-32.0% | $4,645-47.3% |