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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 | $29,280 | $93,617-68.7% | $135,982-78.5% | $75,177-61.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 6.21% | 30.89%-24.7pp | 68.32%-62.1pp | 160.75%-154.5pp |
| Employer contribution / active EE | $2,876 | $3,538-18.7% | $4,859-40.8% | $2,671+7.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,233 | $6,980-82.3% | $10,767-88.6% | $5,651-78.2% |