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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 | $54,329 | $125,797-56.8% | $170,028-68.0% | $75,181-27.7% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 8.27% | 27.20%-18.9pp | 53.39%-45.1pp | 160.69%-152.4pp |
| Employer contribution / active EE | $2,067 | $4,616-55.2% | $6,788-69.5% | $2,671-22.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,044 | $8,177-50.5% | $12,820-68.5% | $5,650-28.4% |