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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 | $30,002 | $61,605-51.3% | $112,273-73.3% | $75,173-60.1% |
| Participation rate | 89.7% | 61.7%+28.0pp | 72.4%+17.3pp | 67.2%+22.5pp |
| Annual return | 11.56% | 28.47%-16.9pp | 30.23%-18.7pp | 160.72%-149.2pp |
| Employer contribution / active EE | $4,412 | $2,015+118.9% | $3,431+28.6% | $2,671+65.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,858 | $4,862-41.2% | $7,752-63.1% | $5,651-49.4% |