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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 | $13,654 | $78,690-82.6% | $161,489-91.5% | $87,485-84.4% |
| Participation rate | 73.1% | 67.5%+5.6pp | 78.7%-5.6pp | 68.9%+4.1pp |
| Annual return | 8.84% | 32.74%-23.9pp | 89.72%-80.9pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,127 | $3,311-35.8% | $5,630-62.2% | $4,274-50.2% |
| Admin fee / account holder | $4,729 | $6,724-29.7% | $16,006-70.5% | $7,775-39.2% |