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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 | $21,047 | $54,757-61.6% | $90,304-76.7% | $72,975-71.2% |
| Participation rate | 96.2% | 65.2%+31.1pp | 73.3%+23.0pp | 69.5%+26.7pp |
| Annual return | 2.17% | 30.63%-28.5pp | 78.13%-76.0pp | 81.01%-78.8pp |
| Employer contribution / active EE | $1,749 | $2,093-16.5% | $2,855-38.7% | $2,440-28.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,284 | $3,973-67.7% | $5,354-76.0% | $5,124-74.9% |