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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 | $41,844 | $108,825-61.5% | $156,181-73.2% | $82,448-49.2% |
| Participation rate | 78.4% | 72.4%+6.1pp | 78.8%-0.4pp | 68.1%+10.4pp |
| Annual return | 11.86% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $980 | $2,870-65.8% | $4,294-77.2% | $2,551-61.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,007 | $9,341-78.5% | $14,586-86.2% | $7,234-72.3% |