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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 | $27,107 | $86,891-68.8% | $142,516-81.0% | $75,173-63.9% |
| Participation rate | 95.6% | 68.5%+27.0pp | 76.8%+18.8pp | 67.2%+28.4pp |
| Annual return | 5.39% | 23.31%-17.9pp | 19.99%-14.6pp | 160.72%-155.3pp |
| Employer contribution / active EE | $2,625 | $3,355-21.8% | $4,849-45.9% | $2,671-1.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,280-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,077 | $7,299-71.5% | $10,008-79.2% | $5,651-63.2% |