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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 | $75,541-82.2% | $152,093-91.2% | $82,637-83.8% |
| Participation rate | 83.9% | 66.5%+17.3pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 11.47% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,407 | $3,206-24.9% | $5,451-55.8% | $4,126-41.7% |
| Admin fee / account holder | $3,312 | $6,405-48.3% | $14,497-77.2% | $7,339-54.9% |