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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 | $31,457 | $48,364-35.0% | $71,796-56.2% | $62,881-50.0% |
| Participation rate | 96.4% | 60.6%+35.7pp | 69.1%+27.3pp | 69.3%+27.1pp |
| Annual return | 2.36% | 13.16%-10.8pp | 78.04%-75.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,600 | $1,042+53.6% | $1,924-16.9% | $2,281-29.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $413 | $3,771-89.1% | $4,815-91.4% | $4,296-90.4% |