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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 | $22,078 | $61,125-63.9% | $94,057-76.5% | $87,485-74.8% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.3%+14.7pp | 68.9%+19.1pp |
| Annual return | 4.11% | 35.20%-31.1pp | 480.62%-476.5pp | 26.06%-21.9pp |
| Employer contribution / active EE | $2,017 | $2,136-5.6% | $2,933-31.2% | $2,596-22.3% |
| Participant deferral / active EE | $3,256 | $3,260-0.1% | $4,709-30.9% | $4,274-23.8% |
| Admin fee / account holder | $5,606 | $5,629-0.4% | $7,244-22.6% | $7,775-27.9% |