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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 | $23,494 | $56,544-58.4% | $75,501-68.9% | $70,126-66.5% |
| Participation rate | 98.9% | 68.1%+30.7pp | 72.4%+26.5pp | 69.5%+29.3pp |
| Annual return | 3.46% | 23.59%-20.1pp | 27.35%-23.9pp | 73.15%-69.7pp |
| Employer contribution / active EE | $1,432 | $1,817-21.2% | $2,352-39.1% | $2,343-38.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,558 | $3,827-33.2% | $5,801-55.9% | $4,645-44.9% |