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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 | $27,280 | $93,345-70.8% | $119,126-77.1% | $87,485-68.8% |
| Participation rate | 97.1% | 68.7%+28.3pp | 75.8%+21.3pp | 68.9%+28.1pp |
| Annual return | 11.28% | 19.08%-7.8pp | 282.11%-270.8pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,471 | $3,172-53.6% | $4,034-63.5% | $2,596-43.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,447 | $8,039-57.1% | $10,693-67.8% | $7,775-55.7% |