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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 | $28,233 | $49,255-42.7% | $70,494-59.9% | $79,856-64.6% |
| Participation rate | 97.2% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 4.31% | 30.10%-25.8pp | 109.16%-104.9pp | 31.71%-27.4pp |
| Employer contribution / active EE | $2,966 | $2,100+41.3% | $2,738+8.3% | $2,471+20.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $542 | $2,879-81.2% | $3,848-85.9% | $5,306-89.8% |