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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 | $28,127 | $35,183-20.1% | $73,550-61.8% | $70,126-59.9% |
| Participation rate | 91.4% | 42.9%+48.4pp | 54.9%+36.5pp | 69.5%+21.8pp |
| Annual return | 11.16% | 26.90%-15.7pp | -15.16%+26.3pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,268 | $709+220.1% | $1,219+86.1% | $2,343-3.2% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $427 | $2,302-81.5% | $2,320-81.6% | $4,645-90.8% |