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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 | $28,676 | $48,078-40.4% | $78,676-63.6% | $62,881-54.4% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 4.45% | 31.36%-26.9pp | 62.19%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $4,439 | $2,015+120.4% | $2,850+55.8% | $2,281+94.6% |
| Participant deferral / active EE | $4,387 | $2,587+69.6% | $3,517+24.8% | $3,203+37.0% |
| Admin fee / account holder | $2,930 | $3,206-8.6% | $4,510-35.0% | $4,296-31.8% |