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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 | $29,284 | $58,828-50.2% | $78,002-62.5% | $62,881-53.4% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 1.76% | 17.16%-15.4pp | 425.99%-424.2pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,224 | $1,672+33.0% | $2,470-10.0% | $2,281-2.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $661 | $4,393-84.9% | $5,481-87.9% | $4,296-84.6% |