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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 | $38,412 | $91,198-57.9% | $178,503-78.5% | $79,856-51.9% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 3.58% | 24.20%-20.6pp | 151.12%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,421 | $3,257-25.7% | $5,011-51.7% | $2,471-2.1% |
| Participant deferral / active EE | $2,315 | $3,237-28.5% | $5,202-55.5% | $3,741-38.1% |
| Admin fee / account holder | $2,210 | $6,748-67.2% | $13,987-84.2% | $5,306-58.3% |