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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 | $37,156+36.1% | $83,854-39.7% | $86,983-41.9% |
| Participation rate | 91.1% | 49.1%+42.1pp | 59.1%+32.0pp | 69.5%+21.6pp |
| Annual return | 9.17% | 29.88%-20.7pp | 31.39%-22.2pp | 25.83%-16.7pp |
| Employer contribution / active EE | $2,222 | $661+236.3% | $1,017+118.5% | $2,584-14.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,259 | $2,510+29.8% | $3,197+1.9% | $7,856-58.5% |