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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 | $21,935 | $81,331-73.0% | $155,534-85.9% | $80,935-72.9% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 7.51% | 33.37%-25.9pp | 64.92%-57.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $4,356 | $3,105+40.3% | $4,675-6.8% | $2,757+58.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $962 | $7,999-88.0% | $15,900-94.0% | $6,924-86.1% |