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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 | $25,368 | $46,596-45.6% | $64,099-60.4% | $75,181-66.3% |
| Participation rate | 97.7% | 65.9%+31.8pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 11.14% | 26.04%-14.9pp | 33.70%-22.6pp | 160.69%-149.5pp |
| Employer contribution / active EE | $1,384 | $1,975-29.9% | $2,748-49.6% | $2,671-48.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,621 | $2,954-45.1% | $3,070-47.2% | $5,650-71.3% |