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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 | $33,436 | $52,306-36.1% | $69,779-52.1% | $62,881-46.8% |
| Participation rate | 98.4% | 67.2%+31.2pp | 71.8%+26.6pp | 69.3%+29.1pp |
| Annual return | 0.26% | 13.35%-13.1pp | 12.99%-12.7pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,613 | $1,799-10.3% | $2,338-31.0% | $2,281-29.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,355 | $3,691-63.3% | $4,381-69.1% | $4,296-68.5% |