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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 | $29,457 | $89,370-67.0% | $141,197-79.1% | $72,976-59.6% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 16.04% | 111.88%-95.8pp | 71.41%-55.4pp | 81.02%-65.0pp |
| Employer contribution / active EE | $1,695 | $3,115-45.6% | $4,736-64.2% | $2,440-30.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,756 | $5,957-70.5% | $10,265-82.9% | $5,124-65.7% |