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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 | $65,292 | $41,377+57.8% | $109,313-40.3% | $62,881+3.8% |
| Participation rate | 81.5% | 57.5%+23.9pp | 71.3%+10.2pp | 69.3%+12.2pp |
| Annual return | 2.68% | 11.05%-8.4pp | 22.07%-19.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $2,927 | $1,276+129.4% | $3,892-24.8% | $2,281+28.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,935 | $2,884+209.8% | $5,666+57.7% | $4,296+108.0% |