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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 | $33,409 | $86,298-61.3% | $111,308-70.0% | $85,847-61.1% |
| Participation rate | 82.5% | 73.3%+9.2pp | 77.3%+5.2pp | 69.3%+13.2pp |
| Annual return | 2.16% | 19.99%-17.8pp | 54.67%-52.5pp | 318.61%-316.4pp |
| Employer contribution / active EE | $2,591 | $2,044+26.8% | $2,732-5.1% | $2,565+1.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,323 | $8,189-59.4% | $7,965-58.3% | $6,261-46.9% |