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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 | $23,212 | $54,541-57.4% | $78,778-70.5% | $70,124-66.9% |
| Participation rate | 96.2% | 60.8%+35.4pp | 69.2%+27.0pp | 69.5%+26.6pp |
| Annual return | 10.60% | 21.07%-10.5pp | 35.62%-25.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $666 | $1,089-38.8% | $1,986-66.5% | $2,342-71.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,431 | $3,709-61.4% | $5,134-72.1% | $4,645-69.2% |