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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 | $33,220 | $91,198-63.6% | $178,503-81.4% | $79,856-58.4% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 3.07% | 24.20%-21.1pp | 151.12%-148.1pp | 31.71%-28.6pp |
| Employer contribution / active EE | $953 | $3,257-70.7% | $5,011-81.0% | $2,471-61.4% |
| Participant deferral / active EE | $1,235 | $3,237-61.8% | $5,202-76.3% | $3,741-67.0% |
| Admin fee / account holder | $1,510 | $6,748-77.6% | $13,987-89.2% | $5,306-71.5% |