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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 | $43,490 | $78,690-44.7% | $161,489-73.1% | $87,485-50.3% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.6pp |
| Annual return | 7.44% | 32.74%-25.3pp | 89.72%-82.3pp | 26.06%-18.6pp |
| Employer contribution / active EE | $3,284 | $2,588+26.9% | $4,268-23.1% | $2,596+26.5% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,722 | $6,724+104.1% | $16,006-14.3% | $7,775+76.5% |