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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 | $43,214 | $78,690-45.1% | $161,489-73.2% | $87,485-50.6% |
| Participation rate | 93.9% | 67.5%+26.5pp | 78.7%+15.2pp | 68.9%+25.0pp |
| Annual return | 10.17% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,490 | $3,311+5.4% | $5,630-38.0% | $4,274-18.3% |
| Admin fee / account holder | $16,223 | $6,724+141.3% | $16,006+1.4% | $7,775+108.7% |