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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 | $38,131 | $58,851-35.2% | $115,170-66.9% | $72,983-47.8% |
| Participation rate | 92.3% | 65.5%+26.8pp | 75.9%+16.4pp | 69.5%+22.8pp |
| Annual return | 3.62% | 23.16%-19.5pp | 35.60%-32.0pp | 81.01%-77.4pp |
| Employer contribution / active EE | $1,143 | $1,798-36.4% | $3,179-64.0% | $2,440-53.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $783 | $6,370-87.7% | $7,089-89.0% | $5,124-84.7% |