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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 | $52,405 | $99,633-47.4% | $183,328-71.4% | $82,448-36.4% |
| Participation rate | 94.9% | 70.8%+24.2pp | 77.3%+17.6pp | 68.1%+26.8pp |
| Annual return | 10.66% | 17.84%-7.2pp | 29.67%-19.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,659 | $3,256-18.3% | $5,055-47.4% | $2,551+4.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,137 | $9,934-78.5% | $21,427-90.0% | $7,234-70.5% |