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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 | $16,672 | $57,140-70.8% | $85,240-80.4% | $80,959-79.4% |
| Participation rate | 96.9% | 56.4%+40.5pp | 67.5%+29.3pp | 67.7%+29.2pp |
| Annual return | 8.71% | 21.71%-13.0pp | 66.75%-58.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $8,205 | $1,802+355.3% | $2,735+200.0% | $2,757+197.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,310 | $4,992+66.5% | $6,165+34.8% | $6,925+20.0% |