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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 | $34,091 | $49,249-30.8% | $70,476-51.6% | $79,852-57.3% |
| Participation rate | 94.9% | 69.2%+25.7pp | 75.1%+19.8pp | 69.6%+25.2pp |
| Annual return | 5.28% | 30.09%-24.8pp | 109.12%-103.8pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,596 | $2,100-24.0% | $2,738-41.7% | $2,471-35.4% |
| Participant deferral / active EE | $2,825 | $2,769+2.0% | $3,710-23.9% | $3,740-24.5% |
| Admin fee / account holder | $310 | $2,878-89.2% | $3,847-91.9% | $5,306-94.2% |