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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 | $33,794 | $60,349-44.0% | $74,184-54.4% | $62,881-46.3% |
| Participation rate | 97.6% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.3pp |
| Annual return | 4.11% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,418 | $1,680+43.9% | $2,370+2.0% | $2,281+6.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,615 | $4,261+8.3% | $5,586-17.4% | $4,296+7.4% |