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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 | $33,083 | $56,544-41.5% | $75,501-56.2% | $70,126-52.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 7.26% | 23.59%-16.3pp | 27.35%-20.1pp | 73.15%-65.9pp |
| Employer contribution / active EE | $1,887 | $1,817+3.9% | $2,352-19.8% | $2,343-19.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,955 | $3,827+81.7% | $5,801+19.9% | $4,645+49.7% |