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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 | $18,446 | $53,128-65.3% | $86,581-78.7% | $70,124-73.7% |
| Participation rate | 90.2% | 65.3%+24.9pp | 73.5%+16.7pp | 69.5%+20.7pp |
| Annual return | 9.30% | 27.66%-18.4pp | 965.06%-955.8pp | 73.14%-63.8pp |
| Employer contribution / active EE | $575 | $2,068-72.2% | $2,840-79.8% | $2,342-75.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,169 | $3,584-67.4% | $4,904-76.2% | $4,645-74.8% |