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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 | $45,070 | $60,349-25.3% | $74,184-39.2% | $62,881-28.3% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 0.16% | 21.38%-21.2pp | 17.74%-17.6pp | 20.14%-20.0pp |
| Employer contribution / active EE | $4,444 | $1,680+164.5% | $2,370+87.5% | $2,281+94.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,837 | $4,261-9.9% | $5,586-31.3% | $4,296-10.7% |