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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 | $27,891 | $91,179-69.4% | $178,499-84.4% | $79,852-65.1% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 3.65% | 24.19%-20.5pp | 151.10%-147.5pp | 31.72%-28.1pp |
| Employer contribution / active EE | $1,921 | $3,256-41.0% | $5,011-61.7% | $2,471-22.2% |
| Participant deferral / active EE | $2,649 | $3,236-18.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $596 | $6,749-91.2% | $13,986-95.7% | $5,306-88.8% |