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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 | $56,762 | $86,050-34.0% | $189,758-70.1% | $94,015-39.6% |
| Participation rate | 97.4% | 68.9%+28.5pp | 79.8%+17.6pp | 70.8%+26.5pp |
| Annual return | 10.67% | 17.77%-7.1pp | 52.62%-42.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $2,938 | $2,819+4.2% | $4,767-38.4% | $2,790+5.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,795 | $6,627-42.7% | $20,388-81.4% | $8,951-57.6% |