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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 | $60,544 | $124,330-51.3% | $109,173-44.5% | $167,536-63.9% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 2.85% | 26.04%-23.2pp | 25.75%-22.9pp | 478.82%-476.0pp |
| Employer contribution / active EE | $1,627 | $4,209-61.4% | $3,723-56.3% | $4,839-66.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,077 | $7,974-74.0% | $6,755-69.3% | $12,315-83.1% |