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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 | $27,903 | $81,233-65.7% | $155,567-82.1% | $80,874-65.5% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 10.14% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,553 | $3,101-17.7% | $4,674-45.4% | $2,756-7.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $730 | $7,998-90.9% | $15,916-95.4% | $6,935-89.5% |