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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 | $20,146 | $48,337-58.3% | $67,560-70.2% | $80,959-75.1% |
| Participation rate | 78.4% | 66.4%+11.9pp | 72.9%+5.4pp | 67.7%+10.7pp |
| Annual return | 9.60% | 18.26%-8.7pp | 3533.50%-3523.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,112 | $2,928+6.3% | $4,004-22.3% | $4,300-27.6% |
| Admin fee / account holder | $9,417 | $3,695+154.8% | $3,994+135.8% | $6,925+36.0% |