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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 | $44,890 | $67,602-33.6% | $82,312-45.5% | $70,126-36.0% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 5.10% | 21.57%-16.5pp | 25.88%-20.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $4,081 | $1,755+132.5% | $2,428+68.1% | $2,343+74.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,043 | $4,512-76.9% | $5,608-81.4% | $4,645-77.5% |