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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 | $81,807 | $55,713+46.8% | $75,901+7.8% | $72,975+12.1% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.3%+23.7pp | 69.5%+23.5pp |
| Annual return | 5.13% | 27.60%-22.5pp | 30.76%-25.6pp | 81.01%-75.9pp |
| Employer contribution / active EE | $13,395 | $1,687+694.1% | $2,501+435.6% | $2,440+449.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,228 | $3,980-44.0% | $5,420-58.9% | $5,124-56.5% |