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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 | $81,276-65.7% | $155,574-82.1% | $80,925-65.5% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.7%+28.1pp |
| Annual return | 10.14% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,553 | $3,103-17.7% | $4,676-45.4% | $2,756-7.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $730 | $7,993-90.9% | $15,914-95.4% | $6,940-89.5% |