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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 | $91,167-57.9% | $178,498-78.5% | $79,858-51.9% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 3.58% | 24.19%-20.6pp | 151.09%-147.5pp | 31.72%-28.1pp |
| Employer contribution / active EE | $2,421 | $3,255-25.6% | $5,011-51.7% | $2,471-2.0% |
| Participant deferral / active EE | $2,315 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $2,210 | $6,747-67.2% | $13,985-84.2% | $5,306-58.3% |