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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 | $53,205 | $51,708+2.9% | $106,619-50.1% | $62,881-15.4% |
| Participation rate | 97.2% | 66.9%+30.3pp | 78.0%+19.2pp | 69.3%+27.9pp |
| Annual return | 0.25% | 4.69%-4.4pp | 9.42%-9.2pp | 20.14%-19.9pp |
| Employer contribution / active EE | $5,499 | $1,764+211.8% | $3,947+39.3% | $2,281+141.1% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,982 | $3,349+168.2% | $6,418+39.9% | $4,296+109.1% |