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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 | $14,666 | $55,902-73.8% | $76,030-80.7% | $80,959-81.9% |
| Participation rate | 85.2% | 62.1%+23.1pp | 69.1%+16.1pp | 67.7%+17.5pp |
| Annual return | 10.05% | 20.59%-10.5pp | 361.54%-351.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,768 | $1,867+48.3% | $2,688+3.0% | $2,757+0.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,010 | $5,239-80.7% | $6,421-84.3% | $6,925-85.4% |