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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 | $13,791 | $51,184-73.1% | $66,439-79.2% | $86,983-84.1% |
| Participation rate | 82.1% | 68.5%+13.7pp | 74.5%+7.6pp | 69.5%+12.6pp |
| Annual return | 8.88% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $1,526 | $2,023-24.5% | $2,637-42.1% | $2,584-40.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,030 | $4,154-27.1% | $6,173-50.9% | $7,856-61.4% |