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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 | $14,946 | $70,532-78.8% | $68,948-78.3% | $137,256-89.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 12.35% | 32.56%-20.2pp | 28.39%-16.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,418 | $4,355-21.5% | $4,165-17.9% | $4,156-17.8% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,358 | $7,916-44.9% | $7,539-42.2% | $12,270-64.5% |