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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 | $33,733 | $64,359-47.6% | $90,161-62.6% | $70,126-51.9% |
| Participation rate | 91.5% | 70.4%+21.1pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 2.65% | 28.13%-25.5pp | 34.89%-32.2pp | 73.15%-70.5pp |
| Employer contribution / active EE | $1,872 | $2,046-8.5% | $3,318-43.6% | $2,343-20.1% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,113 | $3,945-71.8% | $5,943-81.3% | $4,645-76.0% |