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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 | $32,738 | $45,087-27.4% | $69,483-52.9% | $72,976-55.1% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.6%+23.8pp | 69.5%+28.9pp |
| Annual return | 3.17% | 22.67%-19.5pp | 28.99%-25.8pp | 81.02%-77.8pp |
| Employer contribution / active EE | $4,165 | $2,055+102.6% | $2,780+49.8% | $2,440+70.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,037 | $3,057-0.6% | $3,841-20.9% | $5,124-40.7% |