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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 | $34,191 | $89,364-61.7% | $141,177-75.8% | $72,983-53.2% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 5.31% | 111.86%-106.6pp | 71.40%-66.1pp | 81.01%-75.7pp |
| Employer contribution / active EE | $1,584 | $3,115-49.1% | $4,736-66.5% | $2,440-35.1% |
| Participant deferral / active EE | $2,597 | $5,419-52.1% | $6,710-61.3% | $3,608-28.0% |
| Admin fee / account holder | $1,590 | $5,959-73.3% | $10,263-84.5% | $5,124-69.0% |