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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 | $77,814-27.1% | $158,223-64.1% | $86,983-34.7% |
| Participation rate | 97.4% | 68.4%+29.0pp | 79.2%+18.2pp | 69.5%+27.8pp |
| Annual return | 10.67% | 30.54%-19.9pp | 52.09%-41.4pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,938 | $2,592+13.4% | $4,109-28.5% | $2,584+13.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,795 | $5,879-35.4% | $16,047-76.3% | $7,856-51.7% |