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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 | $26,265 | $77,908-66.3% | $149,696-82.5% | $75,173-65.1% |
| Participation rate | 72.5% | 65.6%+6.9pp | 78.8%-6.3pp | 67.2%+5.3pp |
| Annual return | 3.94% | 31.73%-27.8pp | 134.46%-130.5pp | 160.72%-156.8pp |
| Employer contribution / active EE | $3,250 | $3,138+3.6% | $4,821-32.6% | $2,671+21.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $687 | $5,950-88.5% | $13,212-94.8% | $5,651-87.8% |