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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 | $33,232 | $48,314-31.2% | $67,561-50.8% | $80,925-58.9% |
| Participation rate | 92.7% | 66.4%+26.3pp | 72.9%+19.8pp | 67.7%+25.1pp |
| Annual return | 11.13% | 18.28%-7.1pp | 3525.44%-3514.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,804 | $2,022-10.7% | $2,735-34.0% | $2,756-34.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,237 | $3,690-12.3% | $4,006-19.2% | $6,940-53.4% |