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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 | $42,057 | $81,476-48.4% | $102,383-58.9% | $80,925-48.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 9.63% | 25.59%-16.0pp | 24.94%-15.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,914 | $3,105-6.1% | $3,870-24.7% | $2,756+5.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,294 | $6,717-80.7% | $8,391-84.6% | $6,940-81.4% |