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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 | $30,264 | $61,125-50.5% | $94,057-67.8% | $87,485-65.4% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.3%+3.6pp | 68.9%+8.0pp |
| Annual return | 9.11% | 35.20%-26.1pp | 480.62%-471.5pp | 26.06%-17.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,655 | $3,260-49.2% | $4,709-64.9% | $4,274-61.3% |
| Admin fee / account holder | $10,987 | $5,629+95.2% | $7,244+51.7% | $7,775+41.3% |