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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 | $50,570 | $36,948+36.9% | $73,658-31.3% | $87,485-42.2% |
| Participation rate | 91.1% | 46.8%+44.3pp | 57.0%+34.1pp | 68.9%+22.2pp |
| Annual return | 9.17% | 28.64%-19.5pp | 29.72%-20.5pp | 26.06%-16.9pp |
| Employer contribution / active EE | $2,222 | $670+231.7% | $1,032+115.3% | $2,596-14.4% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,259 | $2,531+28.8% | $3,357-2.9% | $7,775-58.1% |