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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 | $29,858 | $76,551-61.0% | $123,894-75.9% | $62,881-52.5% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 5.38% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,637 | $2,882+26.2% | $4,617-21.2% | $2,281+59.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,333 | $4,826-72.4% | $8,357-84.1% | $4,296-69.0% |