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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 | $43,490 | $76,407-43.1% | $150,298-71.1% | $82,448-47.3% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 7.44% | 39.99%-32.5pp | 62.79%-55.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $3,284 | $2,614+25.6% | $4,154-20.9% | $2,551+28.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,722 | $6,352+116.0% | $14,116-2.8% | $7,234+89.7% |