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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 | $36,896 | $77,896-52.6% | $134,172-72.5% | $82,448-55.2% |
| Participation rate | 93.4% | 62.8%+30.6pp | 72.5%+20.9pp | 68.1%+25.3pp |
| Annual return | 6.86% | 18.21%-11.4pp | 25.30%-18.4pp | 41.64%-34.8pp |
| Employer contribution / active EE | $1,429 | $2,159-33.8% | $3,420-58.2% | $2,551-44.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,242 | $6,336+77.4% | $12,016-6.4% | $7,234+55.4% |