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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 | $84,953-80.8% | $163,379-90.0% | $82,637-80.3% |
| Participation rate | 97.6% | 65.9%+31.6pp | 76.8%+20.7pp | 68.1%+29.5pp |
| Annual return | 9.69% | 23.07%-13.4pp | 63.41%-53.7pp | 53.51%-43.8pp |
| Employer contribution / active EE | $878 | $2,183-59.8% | $3,752-76.6% | $2,552-65.6% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,022 | $7,921-87.1% | $9,818-89.6% | $7,339-86.1% |