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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 | $26,991 | $45,050-40.1% | $63,018-57.2% | $70,126-61.5% |
| Participation rate | 93.1% | 69.5%+23.6pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 10.28% | 18.76%-8.5pp | 87.62%-77.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,024 | $2,466-17.9% | $3,330-39.2% | $3,332-39.2% |
| Admin fee / account holder | $2,489 | $2,834-12.2% | $3,601-30.9% | $4,645-46.4% |