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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 | $19,136 | $49,236-61.1% | $70,455-72.8% | $79,860-76.0% |
| Participation rate | 95.2% | 69.2%+26.1pp | 75.1%+20.2pp | 69.6%+25.6pp |
| Annual return | 5.15% | 30.07%-24.9pp | 109.06%-103.9pp | 31.72%-26.6pp |
| Employer contribution / active EE | $2,538 | $2,100+20.9% | $2,737-7.3% | $2,471+2.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $411 | $2,877-85.7% | $3,845-89.3% | $5,306-92.3% |