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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 | $42,159 | $109,359-61.4% | $162,177-74.0% | $72,975-42.2% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 7.40% | 25.46%-18.1pp | 115.60%-108.2pp | 81.01%-73.6pp |
| Employer contribution / active EE | $2,428 | $3,907-37.9% | $5,613-56.7% | $2,440-0.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,323 | $7,972-70.9% | $10,843-78.6% | $5,124-54.7% |