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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 | $78,690-80.1% | $161,489-90.3% | $87,485-82.1% |
| Participation rate | 81.3% | 67.5%+13.8pp | 78.7%+2.6pp | 68.9%+12.3pp |
| Annual return | 9.46% | 32.74%-23.3pp | 89.72%-80.3pp | 26.06%-16.6pp |
| Employer contribution / active EE | $3,047 | $2,588+17.7% | $4,268-28.6% | $2,596+17.4% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,331 | $6,724-65.3% | $16,006-85.4% | $7,775-70.0% |