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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 | $38,852 | $56,287-31.0% | $80,977-52.0% | $62,881-38.2% |
| Participation rate | 92.2% | 68.9%+23.2pp | 75.8%+16.3pp | 69.3%+22.9pp |
| Annual return | 5.66% | 22.13%-16.5pp | 17.11%-11.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $518 | $1,943-73.3% | $3,715-86.1% | $2,281-77.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,613 | $3,742-56.9% | $5,517-70.8% | $4,296-62.4% |