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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 | $31,628 | $86,288-63.3% | $111,306-71.6% | $85,851-63.2% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 7.90% | 19.99%-12.1pp | 54.67%-46.8pp | 318.63%-310.7pp |
| Employer contribution / active EE | $7,535 | $2,044+268.7% | $2,732+175.8% | $2,565+193.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $552 | $8,189-93.3% | $7,966-93.1% | $6,261-91.2% |