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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 | $53,180 | $91,179-41.7% | $178,499-70.2% | $79,852-33.4% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 4.65% | 24.19%-19.5pp | 151.10%-146.5pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,565 | $3,256-51.9% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $3,705 | $3,236+14.5% | $5,202-28.8% | $3,740-0.9% |
| Admin fee / account holder | $563 | $6,749-91.7% | $13,986-96.0% | $5,306-89.4% |