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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 | $31,960 | $67,411-52.6% | $91,004-64.9% | $70,126-54.4% |
| Participation rate | 91.8% | 71.4%+20.5pp | 75.6%+16.2pp | 69.5%+22.3pp |
| Annual return | 11.99% | -40.16%+52.2pp | 4.60%+7.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,224 | $1,786-31.4% | $2,456-50.1% | $2,343-47.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,486 | $4,236-41.3% | $5,417-54.1% | $4,645-46.5% |