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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 | $46,348 | $37,446+23.8% | $77,552-40.2% | $79,856-42.0% |
| Participation rate | 97.4% | 41.5%+55.9pp | 54.2%+43.2pp | 69.6%+27.8pp |
| Annual return | 3.83% | 39.76%-35.9pp | 54.82%-51.0pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,145 | $637+236.6% | $987+117.4% | $2,471-13.2% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,105 | $2,506-55.9% | $2,859-61.3% | $5,306-79.2% |