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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 | $23,931 | $78,690-69.6% | $161,489-85.2% | $87,485-72.6% |
| Participation rate | 96.0% | 67.5%+28.5pp | 78.7%+17.3pp | 68.9%+27.1pp |
| Annual return | 9.75% | 32.74%-23.0pp | 89.72%-80.0pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,204 | $2,588-14.8% | $4,268-48.4% | $2,596-15.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $333 | $6,724-95.0% | $16,006-97.9% | $7,775-95.7% |