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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 | $39,428 | $90,486-56.4% | $78,676-49.9% | $273,972-85.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 0.90% | 75.62%-74.7pp | 62.19%-61.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,205 | $3,901+136.0% | $3,517+161.8% | $5,287+74.1% |
| Admin fee / account holder | $1,206 | $5,263-77.1% | $4,510-73.3% | $10,133-88.1% |