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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 | $31,827 | $117,846-73.0% | $102,434-68.9% | $145,884-78.2% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 8.39% | 31.90%-23.5pp | 29.46%-21.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,801 | $5,733-68.6% | $5,055-64.4% | $6,690-73.1% |
| Admin fee / account holder | $9,317 | $13,356-30.2% | $9,462-1.5% | $13,392-30.4% |