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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 | $13,410 | $78,690-83.0% | $161,489-91.7% | $87,485-84.7% |
| Participation rate | 83.9% | 67.5%+16.4pp | 78.7%+5.2pp | 68.9%+14.9pp |
| Annual return | 11.47% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,407 | $3,311-27.3% | $5,630-57.2% | $4,274-43.7% |
| Admin fee / account holder | $3,312 | $6,724-50.7% | $16,006-79.3% | $7,775-57.4% |