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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 | $41,415 | $77,814-46.8% | $158,223-73.8% | $86,983-52.4% |
| Participation rate | 74.4% | 68.4%+5.9pp | 79.2%-4.8pp | 69.5%+4.8pp |
| Annual return | 5.48% | 30.54%-25.1pp | 52.09%-46.6pp | 25.83%-20.4pp |
| Employer contribution / active EE | $2,019 | $2,592-22.1% | $4,109-50.9% | $2,584-21.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,919 | $5,879+17.7% | $16,047-56.9% | $7,856-11.9% |