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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 | $57,061-70.8% | $85,063-80.4% | $80,911-79.4% |
| Participation rate | 96.9% | 56.3%+40.5pp | 67.5%+29.4pp | 67.6%+29.2pp |
| Annual return | 8.71% | 21.66%-12.9pp | 66.54%-57.8pp | 35.63%-26.9pp |
| Employer contribution / active EE | $8,205 | $1,799+356.1% | $2,727+200.8% | $2,756+197.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,310 | $4,986+66.7% | $6,155+35.0% | $6,935+19.8% |