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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 | $28,256 | $77,920-63.7% | $149,723-81.1% | $75,177-62.4% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.7pp | 67.2%+28.2pp |
| Annual return | 2.83% | 31.72%-28.9pp | 134.50%-131.7pp | 160.75%-157.9pp |
| Employer contribution / active EE | $3,238 | $3,138+3.2% | $4,821-32.8% | $2,671+21.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,948 | $5,951-50.5% | $13,215-77.7% | $5,651-47.8% |