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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 | $32,599 | $88,672-63.2% | $105,223-69.0% | $82,448-60.5% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 0.64% | 30.86%-30.2pp | 180.65%-180.0pp | 41.64%-41.0pp |
| Employer contribution / active EE | $3,333 | $3,048+9.4% | $3,689-9.6% | $2,551+30.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,505 | $7,146-37.0% | $8,859-49.2% | $7,234-37.7% |