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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 | $14,099 | $81,233-82.6% | $155,567-90.9% | $80,874-82.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 7.12% | 33.33%-26.2pp | 64.74%-57.6pp | 35.62%-28.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,661 | $3,452+6.1% | $5,628-34.9% | $4,297-14.8% |
| Admin fee / account holder | $1,642 | $7,998-79.5% | $15,916-89.7% | $6,935-76.3% |