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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 | $21,532 | $77,449-72.2% | $69,483-69.0% | $152,909-85.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 3.35% | 39.09%-35.7pp | 28.99%-25.6pp | 345.46%-342.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,586 | $4,415-18.8% | $3,537+1.4% | $5,851-38.7% |
| Admin fee / account holder | $4,400 | $6,210-29.2% | $3,841+14.6% | $11,601-62.1% |