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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 | $38,961 | $51,638-24.5% | $68,368-43.0% | $82,448-52.7% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.7pp | 68.1%+30.3pp |
| Annual return | 11.56% | 37.53%-26.0pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $4,425 | $2,047+116.2% | $2,649+67.0% | $2,551+73.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $438 | $4,643-90.6% | $5,150-91.5% | $7,234-93.9% |