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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 | $29,023 | $39,132-25.8% | $57,196-49.3% | $62,881-53.8% |
| Participation rate | 98.4% | 70.5%+27.9pp | 75.3%+23.0pp | 69.3%+29.1pp |
| Annual return | 0.41% | 9.24%-8.8pp | 14.59%-14.2pp | 20.14%-19.7pp |
| Employer contribution / active EE | $3,249 | $1,874+73.4% | $2,683+21.1% | $2,281+42.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,198 | $2,594-53.8% | $3,141-61.9% | $4,296-72.1% |