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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 | $41,611 | $83,485-50.2% | $125,192-66.8% | $72,975-43.0% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.5%+29.2pp |
| Annual return | 7.32% | 25.77%-18.5pp | 43.79%-36.5pp | 81.01%-73.7pp |
| Employer contribution / active EE | $667 | $2,346-71.6% | $3,866-82.8% | $2,440-72.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,836 | $5,518-66.7% | $9,704-81.1% | $5,124-64.2% |