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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 | $25,938 | $46,877-44.7% | $122,354-78.8% | $70,126-63.0% |
| Participation rate | 97.9% | 58.2%+39.7pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 12.72% | 24.22%-11.5pp | 30.28%-17.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,313 | $2,167-39.4% | $3,287-60.1% | $3,332-60.6% |
| Admin fee / account holder | $8,764 | $3,324+163.7% | $5,479+60.0% | $4,645+88.7% |