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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 | $33,140 | $73,955-55.2% | $96,520-65.7% | $75,181-55.9% |
| Participation rate | 82.2% | 66.4%+15.8pp | 74.3%+7.8pp | 67.2%+15.0pp |
| Annual return | 8.47% | 26.72%-18.2pp | 35.72%-27.2pp | 160.69%-152.2pp |
| Employer contribution / active EE | $2,154 | $2,930-26.5% | $3,739-42.4% | $2,671-19.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,249 | $5,217-37.7% | $6,733-51.7% | $5,650-42.5% |