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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 | $48,720 | $101,798-52.1% | $165,071-70.5% | $80,935-39.8% |
| Participation rate | 94.5% | 71.8%+22.7pp | 78.6%+15.9pp | 67.7%+26.9pp |
| Annual return | 3.02% | 16.73%-13.7pp | 70.17%-67.2pp | 35.66%-32.6pp |
| Employer contribution / active EE | $3,519 | $2,954+19.1% | $4,347-19.0% | $2,757+27.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,343 | $8,221-71.5% | $12,695-81.5% | $6,924-66.2% |