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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 | $52,334 | $47,944+9.2% | $67,834-22.8% | $62,881-16.8% |
| Participation rate | 77.1% | 61.1%+16.0pp | 68.8%+8.3pp | 69.3%+7.8pp |
| Annual return | 0.80% | 11.77%-11.0pp | 138.47%-137.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $4,717 | $1,562+201.9% | $2,403+96.3% | $2,281+106.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,913 | $3,712+140.1% | $4,622+92.8% | $4,296+107.5% |