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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 | $32,905 | $78,670-58.2% | $109,173-69.9% | $85,847-61.7% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 4.27% | 25.09%-20.8pp | 25.75%-21.5pp | 318.61%-314.3pp |
| Employer contribution / active EE | $4,847 | $2,734+77.3% | $3,723+30.2% | $2,565+88.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,030 | $5,469-81.2% | $6,755-84.8% | $6,261-83.6% |