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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 | $24,638 | $115,903-78.7% | $100,528-75.5% | $158,966-84.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 6.66% | 34.80%-28.1pp | 30.90%-24.2pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,617 | $6,677-30.8% | $6,271-26.4% | $5,983-22.8% |
| Admin fee / account holder | $2,581 | $11,000-76.5% | $8,084-68.1% | $11,250-77.1% |