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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 | $38,618 | $99,345-61.1% | $84,753-54.4% | $273,972-85.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 1.21% | 22.93%-21.7pp | 22.78%-21.6pp | 41.46%-40.2pp |
| Employer contribution / active EE | $2,064 | $4,214-51.0% | $3,574-42.3% | $4,869-57.6% |
| Participant deferral / active EE | $3,767 | $4,270-11.8% | $3,712+1.5% | $5,287-28.8% |
| Admin fee / account holder | $392 | $6,645-94.1% | $5,333-92.7% | $10,133-96.1% |