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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 | $39,593 | $106,588-62.9% | $94,215-58.0% | $155,188-74.5% |
| Participation rate | 81.8% | 74.3%+7.5pp | 70.0%+11.9pp | 80.8%+1.0pp |
| Annual return | 3.55% | 29.39%-25.8pp | 28.22%-24.7pp | 148.84%-145.3pp |
| Employer contribution / active EE | $4,637 | $3,080+50.6% | $2,675+73.3% | $4,248+9.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,881 | $12,281-27.7% | $10,216-13.1% | $14,480-38.7% |