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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 | $77,814-9.6% | $158,223-55.5% | $86,983-19.1% |
| Participation rate | 97.8% | 68.4%+29.4pp | 79.2%+18.6pp | 69.5%+28.3pp |
| Annual return | 10.02% | 30.54%-20.5pp | 52.09%-42.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,704 | $2,592-34.3% | $4,109-58.5% | $2,584-34.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,758 | $5,879-19.1% | $16,047-70.4% | $7,856-39.4% |