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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 | $22,757 | $77,638-70.7% | $156,551-85.5% | $62,881-63.8% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 4.28% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $3,809 | $3,444+10.6% | $5,501-30.8% | $2,281+67.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $668 | $5,561-88.0% | $13,028-94.9% | $4,296-84.5% |