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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 | $24,272 | $100,262-75.8% | $81,370-70.2% | $145,897-83.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 6.03% | 34.52%-28.5pp | 24.85%-18.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,600 | $4,612-21.9% | $3,885-7.3% | $6,689-46.2% |
| Admin fee / account holder | $14,958 | $8,163+83.2% | $5,749+160.2% | $13,390+11.7% |