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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 | $32,909 | $49,025-32.9% | $87,502-62.4% | $62,881-47.7% |
| Participation rate | 90.6% | 64.9%+25.7pp | 73.8%+16.8pp | 69.3%+21.3pp |
| Annual return | -0.53% | 10.02%-10.6pp | 12.21%-12.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $2,130 | $1,372+55.3% | $2,550-16.5% | $2,281-6.6% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $398 | $4,065-90.2% | $4,221-90.6% | $4,296-90.7% |