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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 | $37,474 | $58,828-36.3% | $78,002-52.0% | $62,881-40.4% |
| Participation rate | 90.5% | 71.1%+19.4pp | 75.5%+15.0pp | 69.3%+21.2pp |
| Annual return | 2.16% | 17.16%-15.0pp | 425.99%-423.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $3,925 | $1,672+134.8% | $2,470+58.9% | $2,281+72.1% |
| Participant deferral / active EE | $2,124 | $2,686-20.9% | $3,497-39.3% | $3,203-33.7% |
| Admin fee / account holder | $531 | $4,393-87.9% | $5,481-90.3% | $4,296-87.6% |