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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 | $23,567 | $51,638-54.4% | $68,368-65.5% | $82,448-71.4% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 13.06% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,904 | $2,047+90.8% | $2,649+47.4% | $2,551+53.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,361 | $4,643-49.2% | $5,150-54.2% | $7,234-67.4% |