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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 | $32,867 | $72,273-54.5% | $101,275-67.5% | $79,856-58.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.78% | 22.30%-12.5pp | 46.48%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,211 | $2,691+19.3% | $3,660-12.3% | $2,471+29.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,053 | $4,401+37.5% | $5,948+1.8% | $5,306+14.1% |