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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 | $61,125-36.3% | $94,057-58.6% | $87,485-55.5% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.3%+25.1pp | 68.9%+29.5pp |
| Annual return | 11.56% | 35.20%-23.6pp | 480.62%-469.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $4,425 | $2,136+107.1% | $2,933+50.8% | $2,596+70.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $438 | $5,629-92.2% | $7,244-94.0% | $7,775-94.4% |