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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 | $23,482 | $48,078-51.2% | $78,676-70.2% | $62,881-62.7% |
| Participation rate | 94.1% | 65.2%+28.9pp | 73.6%+20.6pp | 69.3%+24.8pp |
| Annual return | -0.34% | 31.36%-31.7pp | 62.19%-62.5pp | 20.14%-20.5pp |
| Employer contribution / active EE | $4,011 | $2,015+99.1% | $2,850+40.7% | $2,281+75.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $394 | $3,206-87.7% | $4,510-91.3% | $4,296-90.8% |