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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 | $94,436-64.9% | $115,599-71.3% | $82,637-59.9% |
| Participation rate | 91.4% | 70.4%+21.0pp | 74.3%+17.1pp | 68.1%+23.3pp |
| Annual return | 5.39% | 18.37%-13.0pp | 111.10%-105.7pp | 53.51%-48.1pp |
| Employer contribution / active EE | $1,724 | $2,324-25.8% | $2,955-41.7% | $2,552-32.4% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,161 | $10,328-40.3% | $12,841-52.0% | $7,339-16.1% |