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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 | $25,438 | $58,099-56.2% | $76,872-66.9% | $75,173-66.2% |
| Participation rate | 86.5% | 63.9%+22.6pp | 69.6%+16.9pp | 67.2%+19.3pp |
| Annual return | 12.90% | 26.71%-13.8pp | 37.90%-25.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,058 | $1,996-47.0% | $2,533-58.2% | $2,671-60.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,082 | $4,778-77.3% | $5,476-80.2% | $5,651-80.8% |