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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 | $30,096 | $45,082-33.2% | $69,464-56.7% | $72,975-58.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | 4.41% | 22.66%-18.3pp | 28.98%-24.6pp | 81.01%-76.6pp |
| Employer contribution / active EE | $2,368 | $2,055+15.2% | $2,779-14.8% | $2,440-2.9% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,911 | $3,057-37.5% | $3,840-50.2% | $5,124-62.7% |