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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 | $110,137-62.0% | $161,149-74.0% | $82,637-49.4% |
| Participation rate | 78.4% | 72.4%+6.1pp | 78.8%-0.4pp | 68.1%+10.4pp |
| Annual return | 11.86% | 20.69%-8.8pp | 21.16%-9.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $980 | $2,856-65.7% | $4,360-77.5% | $2,552-61.6% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,007 | $9,467-78.8% | $15,194-86.8% | $7,339-72.6% |