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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 | $29,436 | $39,126-24.8% | $57,181-48.5% | $62,891-53.2% |
| Participation rate | 76.2% | 70.5%+5.7pp | 75.3%+0.8pp | 69.3%+6.9pp |
| Annual return | 0.58% | 9.24%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $4,337 | $1,874+131.4% | $2,682+61.7% | $2,281+90.2% |
| Participant deferral / active EE | $4,875 | $2,374+105.3% | $3,096+57.5% | $3,203+52.2% |
| Admin fee / account holder | $3,114 | $2,593+20.1% | $3,139-0.8% | $4,296-27.5% |