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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 | $34,605 | $72,177-52.1% | $115,037-69.9% | $59,633-42.0% |
| Participation rate | 78.8% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | -5.25% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.40%-2046.7pp |
| Employer contribution / active EE | $1,633 | $2,841-42.5% | $4,608-64.6% | $2,203-25.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,735 | $4,927-64.8% | $8,175-78.8% | $4,297-59.6% |