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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 | $18,505 | $77,449-76.1% | $69,483-73.4% | $152,909-87.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 74.6%+18.7pp | 82.5%+10.9pp |
| Annual return | 2.54% | 39.09%-36.6pp | 28.99%-26.4pp | 345.46%-342.9pp |
| Employer contribution / active EE | $1,547 | $3,316-53.3% | $2,780-44.3% | $4,764-67.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,254 | $6,210-79.8% | $3,841-67.3% | $11,601-89.2% |