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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 | $28,720 | $45,087-36.3% | $69,483-58.7% | $72,976-60.6% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 4.84% | 22.67%-17.8pp | 28.99%-24.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $2,771 | $2,055+34.8% | $2,780-0.3% | $2,440+13.6% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,899 | $3,057-37.9% | $3,841-50.6% | $5,124-62.9% |