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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 | $33,194 | $39,132-15.2% | $57,196-42.0% | $62,881-47.2% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.9pp | 69.3%+15.9pp |
| Annual return | -1.29% | 9.24%-10.5pp | 14.59%-15.9pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,833 | $2,374+61.4% | $3,096+23.8% | $3,203+19.7% |
| Admin fee / account holder | $7,344 | $2,594+183.1% | $3,141+133.8% | $4,296+70.9% |