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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 | $63,945 | $65,361-2.2% | $92,903-31.2% | $72,983-12.4% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.7pp |
| Annual return | 11.77% | 42.11%-30.3pp | 109.43%-97.7pp | 81.01%-69.2pp |
| Employer contribution / active EE | $2,273 | $2,594-12.4% | $3,653-37.8% | $2,440-6.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,345 | $4,251-44.8% | $5,795-59.5% | $5,124-54.2% |