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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 | $61,125-2.9% | $94,057-36.9% | $87,485-32.2% |
| Participation rate | 97.9% | 64.1%+33.9pp | 73.3%+24.6pp | 68.9%+29.0pp |
| Annual return | 2.37% | 35.20%-32.8pp | 480.62%-478.2pp | 26.06%-23.7pp |
| Employer contribution / active EE | $4,290 | $2,136+100.8% | $2,933+46.2% | $2,596+65.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,892 | $5,629-66.4% | $7,244-73.9% | $7,775-75.7% |