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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 | $31,531 | $56,894-44.6% | $84,753-62.8% | $62,881-49.9% |
| Participation rate | 92.5% | 68.5%+24.0pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 3.05% | 6.30%-3.3pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $7,187 | $2,400+199.5% | $3,574+101.1% | $2,281+215.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $352 | $3,581-90.2% | $5,333-93.4% | $4,296-91.8% |