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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 | $20,754 | $91,167-77.2% | $178,498-88.4% | $79,858-74.0% |
| Participation rate | 71.6% | 69.2%+2.4pp | 81.9%-10.3pp | 69.6%+2.0pp |
| Annual return | 3.35% | 24.19%-20.8pp | 151.09%-147.7pp | 31.72%-28.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,337 | $3,236-58.7% | $5,202-74.3% | $3,740-64.3% |
| Admin fee / account holder | $1,085 | $6,747-83.9% | $13,985-92.2% | $5,306-79.5% |