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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 | $18,179 | $58,627-69.0% | $76,735-76.3% | $82,448-78.0% |
| Participation rate | 76.4% | 63.2%+13.1pp | 69.5%+6.9pp | 68.1%+8.3pp |
| Annual return | 8.27% | 39.10%-30.8pp | 29.77%-21.5pp | 41.64%-33.4pp |
| Employer contribution / active EE | $2,459 | $1,729+42.2% | $2,454+0.2% | $2,551-3.6% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,933 | $5,323-44.9% | $7,189-59.2% | $7,234-59.5% |