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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 | $15,672 | $76,407-79.5% | $150,298-89.6% | $82,448-81.0% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 9.46% | 39.99%-30.5pp | 62.79%-53.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $3,047 | $2,614+16.5% | $4,154-26.7% | $2,551+19.4% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,331 | $6,352-63.3% | $14,116-83.5% | $7,234-67.8% |