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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 | $88,672-69.2% | $105,223-74.1% | $82,448-66.9% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 11.28% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,471 | $3,048-51.8% | $3,689-60.1% | $2,551-42.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,447 | $7,146-51.8% | $8,859-61.1% | $7,234-52.4% |