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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 | $76,834-6.2% | $108,359-33.5% | $87,485-17.6% |
| Participation rate | 93.5% | 61.7%+31.8pp | 70.1%+23.4pp | 68.9%+24.6pp |
| Annual return | 2.00% | 19.09%-17.1pp | 36.89%-34.9pp | 26.06%-24.1pp |
| Employer contribution / active EE | $14,841 | $1,556+853.5% | $2,399+518.5% | $2,596+471.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,755 | $6,537+217.5% | $9,741+113.1% | $7,775+166.9% |