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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 | $55,971 | $48,076+16.4% | $78,690-28.9% | $62,891-11.0% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | 0.09% | 31.35%-31.3pp | 62.18%-62.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,904 | $2,015+93.8% | $2,851+36.9% | $2,281+71.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,527 | $3,207+197.0% | $4,511+111.2% | $4,296+121.8% |