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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 | $30,350 | $135,956-77.7% | $123,894-75.5% | $273,972-88.9% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 2.81% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,667 | $5,170-67.8% | $4,617-63.9% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $734 | $9,817-92.5% | $8,357-91.2% | $10,133-92.8% |