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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 | $38,125 | $72,486-47.4% | $87,103-56.2% | $72,976-47.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 2.17% | 24.46%-22.3pp | 28.19%-26.0pp | 81.02%-78.8pp |
| Employer contribution / active EE | $3,226 | $1,894+70.3% | $2,521+27.9% | $2,440+32.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $767 | $5,055-84.8% | $7,491-89.8% | $5,124-85.0% |