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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 | $39,029 | $91,198-57.2% | $178,503-78.1% | $79,856-51.1% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 3.08% | 24.20%-21.1pp | 151.12%-148.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $1,505 | $3,257-53.8% | $5,011-70.0% | $2,471-39.1% |
| Participant deferral / active EE | $1,957 | $3,237-39.5% | $5,202-62.4% | $3,741-47.7% |
| Admin fee / account holder | $19,872 | $6,748+194.5% | $13,987+42.1% | $5,306+274.5% |