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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 | $32,123 | $48,364-33.6% | $71,796-55.3% | $62,881-48.9% |
| Participation rate | 86.7% | 60.6%+26.0pp | 69.1%+17.6pp | 69.3%+17.4pp |
| Annual return | 3.56% | 13.16%-9.6pp | 78.04%-74.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $347 | $3,771-90.8% | $4,815-92.8% | $4,296-91.9% |