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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 | $26,365 | $62,592-57.9% | $85,693-69.2% | $85,856-69.3% |
| Participation rate | 78.5% | 61.1%+17.3pp | 69.9%+8.6pp | 69.3%+9.1pp |
| Annual return | 4.35% | 23.77%-19.4pp | 21.49%-17.1pp | 318.58%-314.2pp |
| Employer contribution / active EE | $3,077 | $1,755+75.3% | $2,618+17.5% | $2,565+19.9% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,286 | $4,643+78.5% | $6,874+20.5% | $6,261+32.4% |