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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 | $31,929 | $52,306-39.0% | $69,779-54.2% | $62,881-49.2% |
| Participation rate | 91.3% | 67.2%+24.1pp | 71.8%+19.5pp | 69.3%+22.0pp |
| Annual return | 2.41% | 13.35%-10.9pp | 12.99%-10.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,185 | $1,799+21.4% | $2,338-6.6% | $2,281-4.2% |
| Participant deferral / active EE | $2,082 | $2,395-13.1% | $2,931-29.0% | $3,203-35.0% |
| Admin fee / account holder | $1,219 | $3,691-67.0% | $4,381-72.2% | $4,296-71.6% |