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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 | $33,330 | $49,239-32.3% | $70,462-52.7% | $79,858-58.3% |
| Participation rate | 89.3% | 69.2%+20.1pp | 75.1%+14.2pp | 69.6%+19.7pp |
| Annual return | 4.56% | 30.08%-25.5pp | 109.08%-104.5pp | 31.72%-27.2pp |
| Employer contribution / active EE | $642 | $2,100-69.5% | $2,737-76.6% | $2,471-74.0% |
| Participant deferral / active EE | $1,634 | $2,769-41.0% | $3,710-56.0% | $3,740-56.3% |
| Admin fee / account holder | $1,894 | $2,876-34.1% | $3,845-50.7% | $5,306-64.3% |