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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 | $72,090 | $73,787-2.3% | $98,716-27.0% | $82,448-12.6% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.3%+24.3pp | 68.1%+25.5pp |
| Annual return | 2.00% | 18.57%-16.6pp | 31.81%-29.8pp | 41.64%-39.6pp |
| Employer contribution / active EE | $14,841 | $1,511+882.0% | $2,279+551.3% | $2,551+481.8% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,755 | $6,500+219.3% | $8,703+138.5% | $7,234+186.9% |