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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 | $42,413 | $88,583-52.1% | $88,497-52.1% | $273,972-84.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 2.86% | 5.68%-2.8pp | 7.63%-4.8pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,961 | $4,502+54.6% | $4,036+72.5% | $4,869+43.0% |
| Participant deferral / active EE | $1,740 | $4,891-64.4% | $4,899-64.5% | $5,287-67.1% |
| Admin fee / account holder | $1,020 | $8,980-88.6% | $6,220-83.6% | $10,133-89.9% |