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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 | $36,173 | $106,749-66.1% | $145,433-75.1% | $82,448-56.1% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 1.97% | 27.59%-25.6pp | 66.58%-64.6pp | 41.64%-39.7pp |
| Employer contribution / active EE | $4,141 | $3,444+20.2% | $4,554-9.1% | $2,551+62.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,298 | $8,390-60.7% | $13,129-74.9% | $7,234-54.4% |