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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 | $24,852 | $49,976-50.3% | $66,674-62.7% | $82,637-69.9% |
| Participation rate | 95.9% | 63.1%+32.8pp | 73.7%+22.2pp | 68.1%+27.9pp |
| Annual return | 10.44% | 39.09%-28.7pp | 321.24%-310.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $2,301 | $1,988+15.7% | $2,620-12.2% | $2,552-9.8% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,764 | $4,594-61.6% | $5,098-65.4% | $7,339-76.0% |