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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 | $34,435 | $77,638-55.6% | $156,551-78.0% | $62,881-45.2% |
| Participation rate | 92.4% | 71.2%+21.2pp | 84.0%+8.4pp | 69.3%+23.1pp |
| Annual return | 0.21% | 50.33%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $810 | $3,444-76.5% | $5,501-85.3% | $2,281-64.5% |
| Participant deferral / active EE | $1,016 | $3,046-66.6% | $4,871-79.1% | $3,203-68.3% |
| Admin fee / account holder | $1,275 | $5,561-77.1% | $13,028-90.2% | $4,296-70.3% |