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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 | $78,690-27.9% | $161,489-64.9% | $87,485-35.1% |
| Participation rate | 97.4% | 67.5%+29.9pp | 78.7%+18.7pp | 68.9%+28.4pp |
| Annual return | 10.67% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,938 | $2,588+13.5% | $4,268-31.2% | $2,596+13.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,795 | $6,724-43.6% | $16,006-76.3% | $7,775-51.2% |