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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 | $34,508 | $82,523-58.2% | $115,752-70.2% | $70,126-50.8% |
| Participation rate | 97.3% | 74.0%+23.3pp | 77.8%+19.5pp | 69.5%+27.8pp |
| Annual return | 6.82% | 28.22%-21.4pp | 19.41%-12.6pp | 73.15%-66.3pp |
| Employer contribution / active EE | $811 | $2,758-70.6% | $3,492-76.8% | $2,343-65.4% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,467 | $4,552-67.8% | $6,278-76.6% | $4,645-68.4% |