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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 | $81,276-82.7% | $155,574-90.9% | $80,925-82.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 7.12% | 33.36%-26.2pp | 64.87%-57.7pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,661 | $3,453+6.0% | $5,629-35.0% | $4,299-14.8% |
| Admin fee / account holder | $1,642 | $7,993-79.5% | $15,914-89.7% | $6,940-76.3% |