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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 | $38,557 | $81,331-52.6% | $155,534-75.2% | $80,935-52.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.51% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,740 | $3,454-49.6% | $5,630-69.1% | $4,299-59.5% |
| Admin fee / account holder | $2,684 | $7,999-66.4% | $15,900-83.1% | $6,924-61.2% |