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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 | $20,187 | $77,416-73.9% | $69,464-70.9% | $152,897-86.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.5%+12.5pp |
| Annual return | 4.53% | 39.08%-34.5pp | 28.98%-24.5pp | 345.43%-340.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,763 | $4,413-37.4% | $3,536-21.9% | $5,851-52.8% |
| Admin fee / account holder | $1,994 | $6,208-67.9% | $3,840-48.1% | $11,599-82.8% |