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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 | $37,715 | $76,407-50.6% | $150,298-74.9% | $82,448-54.3% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 11.79% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,010 | $2,614-23.1% | $4,154-51.6% | $2,551-21.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $853 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |