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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 | $43,131 | $94,315-54.3% | $239,403-82.0% | $116,462-63.0% |
| Participation rate | 97.6% | 71.7%+25.9pp | 82.2%+15.4pp | 74.7%+22.9pp |
| Annual return | 4.98% | 19.05%-14.1pp | 3.34%+1.6pp | 15.65%-10.7pp |
| Employer contribution / active EE | $4,893 | $1,745+180.5% | $4,656+5.1% | $3,231+51.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $2,543 | $9,071-72.0% | $21,121-88.0% | $12,754-80.1% |