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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 | $16,317 | $91,086-82.1% | $203,872-92.0% | $86,983-81.2% |
| Participation rate | 97.6% | 65.8%+31.7pp | 77.8%+19.8pp | 69.5%+28.0pp |
| Annual return | 9.69% | 22.30%-12.6pp | 85.11%-75.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $878 | $2,063-57.4% | $3,757-76.6% | $2,584-66.0% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,022 | $8,987-88.6% | $11,730-91.3% | $7,856-87.0% |