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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 | $47,485 | $89,367-46.9% | $141,191-66.4% | $72,975-34.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 2.04% | 111.87%-109.8pp | 71.41%-69.4pp | 81.01%-79.0pp |
| Employer contribution / active EE | $3,460 | $3,115+11.1% | $4,736-26.9% | $2,440+41.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,114 | $5,957-64.5% | $10,264-79.4% | $5,124-58.7% |