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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 | $92,811-43.5% | $238,191-78.0% | $86,983-39.8% |
| Participation rate | 94.9% | 69.3%+25.6pp | 77.1%+17.8pp | 69.5%+25.4pp |
| Annual return | 10.66% | 16.16%-5.5pp | 13.02%-2.4pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,659 | $2,728-2.5% | $5,082-47.7% | $2,584+2.9% |
| Participant deferral / active EE | $0 | $4,479-100.0% | $6,726-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,137 | $9,177-76.7% | $34,582-93.8% | $7,856-72.8% |