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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 | $29,677 | $65,961-55.0% | $180,320-83.5% | $94,015-68.4% |
| Participation rate | 94.9% | 61.3%+33.6pp | 71.5%+23.3pp | 70.8%+24.1pp |
| Annual return | 5.99% | 14.27%-8.3pp | 778.54%-772.5pp | 17.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,451 | $3,003-18.4% | $4,304-43.1% | $4,249-42.3% |
| Admin fee / account holder | $6,598 | $4,901+34.6% | $10,000-34.0% | $8,951-26.3% |