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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 | $19,687 | $58,848-66.5% | $88,179-77.7% | $82,637-76.2% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.1%+1.0pp | 68.1%+2.1pp |
| Annual return | 12.65% | 22.76%-10.1pp | 64.97%-52.3pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,834 | $3,124-41.3% | $4,614-60.3% | $4,126-55.6% |
| Admin fee / account holder | $1,339 | $4,795-72.1% | $7,673-82.6% | $7,339-81.8% |