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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 | $19,758 | $64,920-69.6% | $103,693-80.9% | $86,983-77.3% |
| Participation rate | 83.7% | 63.6%+20.1pp | 72.6%+11.1pp | 69.5%+14.2pp |
| Annual return | 8.70% | 30.29%-21.6pp | 47.61%-38.9pp | 25.83%-17.1pp |
| Employer contribution / active EE | $732 | $2,141-65.8% | $2,920-74.9% | $2,584-71.7% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,791 | $6,191-38.8% | $7,858-51.8% | $7,856-51.7% |