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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 | $33,901 | $46,599-27.3% | $64,101-47.1% | $75,173-54.9% |
| Participation rate | 92.2% | 65.9%+26.2pp | 72.3%+19.8pp | 67.2%+25.0pp |
| Annual return | 3.45% | 26.06%-22.6pp | 33.72%-30.3pp | 160.72%-157.3pp |
| Employer contribution / active EE | $971 | $1,975-50.9% | $2,749-64.7% | $2,671-63.7% |
| Participant deferral / active EE | $971 | $2,837-65.8% | $3,881-75.0% | $4,126-76.5% |
| Admin fee / account holder | $989 | $2,956-66.5% | $3,070-67.8% | $5,651-82.5% |