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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 | $32,143 | $72,273-55.5% | $101,275-68.3% | $79,856-59.7% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 10.42% | 22.30%-11.9pp | 46.48%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,273 | $2,691-15.5% | $3,660-37.9% | $2,471-8.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,540 | $4,401-42.3% | $5,948-57.3% | $5,306-52.1% |