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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 | $58,691 | $97,550-39.8% | $120,344-51.2% | $87,485-32.9% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.7%+21.7pp | 68.9%+29.5pp |
| Annual return | 5.97% | 18.41%-12.4pp | 20.30%-14.3pp | 26.06%-20.1pp |
| Employer contribution / active EE | $887 | $2,291-61.3% | $3,020-70.6% | $2,596-65.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,266 | $9,543-23.9% | $12,742-43.0% | $7,775-6.5% |