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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 | $32,628 | $49,249-33.7% | $70,476-53.7% | $79,852-59.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.17% | 30.09%-24.9pp | 109.12%-103.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $1,713 | $2,100-18.4% | $2,738-37.4% | $2,471-30.7% |
| Participant deferral / active EE | $3,840 | $2,769+38.7% | $3,710+3.5% | $3,740+2.7% |
| Admin fee / account holder | $801 | $2,878-72.2% | $3,847-79.2% | $5,306-84.9% |