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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 | $39,095 | $72,273-45.9% | $101,275-61.4% | $79,856-51.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.07% | 22.30%-19.2pp | 46.48%-43.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $3,063 | $2,691+13.8% | $3,660-16.3% | $2,471+24.0% |
| Participant deferral / active EE | $3,472 | $3,282+5.8% | $4,371-20.6% | $3,741-7.2% |
| Admin fee / account holder | $2,007 | $4,401-54.4% | $5,948-66.3% | $5,306-62.2% |