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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 | $14,906 | $49,976-70.2% | $66,674-77.6% | $82,637-82.0% |
| Participation rate | 86.0% | 63.1%+23.0pp | 73.7%+12.4pp | 68.1%+18.0pp |
| Annual return | 10.11% | 39.09%-29.0pp | 321.24%-311.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,804 | $1,988-9.2% | $2,620-31.1% | $2,552-29.3% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $755 | $4,594-83.6% | $5,098-85.2% | $7,339-89.7% |