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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 | $49,255-61.1% | $70,494-72.9% | $79,856-76.0% |
| Participation rate | 95.2% | 69.2%+26.1pp | 75.1%+20.2pp | 69.6%+25.6pp |
| Annual return | 5.15% | 30.10%-25.0pp | 109.16%-104.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $2,538 | $2,100+20.9% | $2,738-7.3% | $2,471+2.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $411 | $2,879-85.7% | $3,848-89.3% | $5,306-92.3% |