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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 | $33,163 | $94,031-64.7% | $115,768-71.4% | $82,448-59.8% |
| Participation rate | 91.4% | 70.4%+21.0pp | 74.4%+17.0pp | 68.1%+23.3pp |
| Annual return | 5.39% | 20.61%-15.2pp | 100.46%-95.1pp | 41.64%-36.2pp |
| Employer contribution / active EE | $1,724 | $2,323-25.8% | $2,940-41.4% | $2,551-32.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,161 | $10,249-39.9% | $12,439-50.5% | $7,234-14.8% |