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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 | $33,000 | $51,708-36.2% | $106,619-69.0% | $62,881-47.5% |
| Participation rate | 96.8% | 66.9%+29.9pp | 78.0%+18.8pp | 69.3%+27.5pp |
| Annual return | -4.35% | 4.69%-9.0pp | 9.42%-13.8pp | 20.14%-24.5pp |
| Employer contribution / active EE | $3,164 | $1,764+79.4% | $3,947-19.8% | $2,281+38.7% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,962 | $3,349-41.4% | $6,418-69.4% | $4,296-54.3% |