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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 | $59,357 | $64,920-8.6% | $103,693-42.8% | $86,983-31.8% |
| Participation rate | 97.9% | 63.6%+34.3pp | 72.6%+25.3pp | 69.5%+28.4pp |
| Annual return | 2.37% | 30.29%-27.9pp | 47.61%-45.2pp | 25.83%-23.5pp |
| Employer contribution / active EE | $4,290 | $2,141+100.4% | $2,920+46.9% | $2,584+66.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,892 | $6,191-69.4% | $7,858-75.9% | $7,856-75.9% |