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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 | $44,265 | $60,349-26.7% | $74,184-40.3% | $62,881-29.6% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 0.10% | 21.38%-21.3pp | 17.74%-17.6pp | 20.14%-20.0pp |
| Employer contribution / active EE | $3,041 | $1,680+81.0% | $2,370+28.3% | $2,281+33.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,686 | $4,261-13.5% | $5,586-34.0% | $4,296-14.2% |