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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 | $51,638-51.9% | $68,368-63.6% | $82,448-69.9% |
| Participation rate | 95.9% | 63.6%+32.3pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 10.44% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,301 | $2,047+12.4% | $2,649-13.1% | $2,551-9.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,764 | $4,643-62.0% | $5,150-65.7% | $7,234-75.6% |