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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 | $23,327 | $73,955-68.5% | $96,520-75.8% | $75,181-69.0% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.1pp |
| Annual return | -0.10% | 26.72%-26.8pp | 35.72%-35.8pp | 160.69%-160.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,886 | $3,659-48.5% | $4,879-61.3% | $4,126-54.3% |
| Admin fee / account holder | $2,413 | $5,217-53.7% | $6,733-64.2% | $5,650-57.3% |