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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 | $31,242 | $85,171-63.3% | $172,752-81.9% | $72,975-57.2% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.6%+7.5pp | 69.5%+20.7pp |
| Annual return | 2.47% | 27.32%-24.9pp | 802.97%-800.5pp | 81.01%-78.5pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,144-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $1,404 | $3,260-56.9% | $5,198-73.0% | $3,608-61.1% |
| Admin fee / account holder | $622 | $5,880-89.4% | $13,955-95.5% | $5,124-87.9% |