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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 | $70,357 | $75,541-6.9% | $152,093-53.7% | $82,637-14.9% |
| Participation rate | 97.8% | 66.5%+31.3pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 10.02% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,704 | $2,622-35.0% | $4,175-59.2% | $2,552-33.2% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,758 | $6,405-25.7% | $14,497-67.2% | $7,339-35.2% |