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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 | $57,590-65.8% | $86,233-77.2% | $82,448-76.1% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.0%+1.2pp | 68.1%+2.1pp |
| Annual return | 12.65% | 22.41%-9.8pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,834 | $3,080-40.5% | $4,559-59.8% | $4,139-55.7% |
| Admin fee / account holder | $1,339 | $4,730-71.7% | $8,342-84.0% | $7,234-81.5% |