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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 | $96,289-45.6% | $213,469-75.5% | $87,485-40.1% |
| Participation rate | 94.9% | 69.6%+25.3pp | 77.1%+17.8pp | 68.9%+26.0pp |
| Annual return | 10.66% | 17.78%-7.1pp | 20.58%-9.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,659 | $3,035-12.4% | $4,994-46.8% | $2,596+2.4% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,137 | $9,670-77.9% | $27,141-92.1% | $7,775-72.5% |