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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 | $32,165 | $93,345-65.5% | $119,126-73.0% | $87,485-63.2% |
| Participation rate | 73.8% | 68.7%+5.1pp | 75.8%-1.9pp | 68.9%+4.9pp |
| Annual return | 7.62% | 19.08%-11.5pp | 282.11%-274.5pp | 26.06%-18.4pp |
| Employer contribution / active EE | $2,415 | $3,172-23.8% | $4,034-40.1% | $2,596-7.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,754 | $8,039-53.3% | $10,693-64.9% | $7,775-51.7% |