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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 | $19,725 | $48,364-59.2% | $71,796-72.5% | $62,881-68.6% |
| Participation rate | 97.4% | 60.6%+36.7pp | 69.1%+28.3pp | 69.3%+28.1pp |
| Annual return | 3.43% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $572 | $1,042-45.1% | $1,924-70.3% | $2,281-74.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,012 | $3,771-20.1% | $4,815-37.4% | $4,296-29.9% |