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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 | $86,922-33.3% | $102,438-43.4% | $80,874-28.3% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | -0.62% | 18.90%-19.5pp | 29.37%-30.0pp | 35.62%-36.2pp |
| Employer contribution / active EE | $11,041 | $2,369+366.0% | $3,024+265.2% | $2,756+300.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,224 | $8,050-47.5% | $9,448-55.3% | $6,935-39.1% |