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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 | $25,822 | $54,541-52.7% | $78,778-67.2% | $70,126-63.2% |
| Participation rate | 97.7% | 60.8%+36.9pp | 69.2%+28.5pp | 69.5%+28.2pp |
| Annual return | 5.35% | 21.07%-15.7pp | 35.62%-30.3pp | 73.15%-67.8pp |
| Employer contribution / active EE | $3,477 | $1,089+219.5% | $1,986+75.1% | $2,343+48.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,620 | $3,709-56.3% | $5,134-68.5% | $4,645-65.1% |