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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 | $51,638+14.9% | $68,368-13.2% | $82,448-28.0% |
| Participation rate | 97.9% | 63.6%+34.3pp | 73.8%+24.2pp | 68.1%+29.8pp |
| Annual return | 2.37% | 37.53%-35.2pp | 292.57%-290.2pp | 41.64%-39.3pp |
| Employer contribution / active EE | $4,290 | $2,047+109.6% | $2,649+61.9% | $2,551+68.2% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,892 | $4,643-59.3% | $5,150-63.3% | $7,234-73.9% |