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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 | $32,721 | $49,239-33.5% | $70,462-53.6% | $79,858-59.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 1.49% | 30.08%-28.6pp | 109.08%-107.6pp | 31.72%-30.2pp |
| Employer contribution / active EE | $4,251 | $2,100+102.4% | $2,737+55.3% | $2,471+72.0% |
| Participant deferral / active EE | $3,352 | $2,769+21.1% | $3,710-9.6% | $3,740-10.4% |
| Admin fee / account holder | $5,681 | $2,876+97.5% | $3,845+47.7% | $5,306+7.1% |