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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 | $58,006 | $86,949-33.3% | $102,460-43.4% | $80,959-28.4% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.7%+29.6pp |
| Annual return | -0.62% | 18.89%-19.5pp | 29.47%-30.1pp | 35.67%-36.3pp |
| Employer contribution / active EE | $11,041 | $2,370+365.9% | $3,025+265.0% | $2,757+300.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,224 | $8,048-47.5% | $9,460-55.3% | $6,925-39.0% |