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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 | $19,164 | $45,087-57.5% | $69,483-72.4% | $72,976-73.7% |
| Participation rate | 97.1% | 68.5%+28.7pp | 74.6%+22.5pp | 69.5%+27.7pp |
| Annual return | 2.78% | 22.67%-19.9pp | 28.99%-26.2pp | 81.02%-78.2pp |
| Employer contribution / active EE | $2,498 | $2,055+21.6% | $2,780-10.1% | $2,440+2.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,443 | $3,057+78.1% | $3,841+41.7% | $5,124+6.2% |