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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 | $24,551 | $48,078-48.9% | $78,676-68.8% | $62,881-61.0% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 3.35% | 31.36%-28.0pp | 62.19%-58.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,973 | $2,587-23.7% | $3,517-43.9% | $3,203-38.4% |
| Admin fee / account holder | $1,096 | $3,206-65.8% | $4,510-75.7% | $4,296-74.5% |