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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 | $17,717 | $77,638-77.2% | $156,551-88.7% | $62,881-71.8% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 3.70% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $885 | $3,444-74.3% | $5,501-83.9% | $2,281-61.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,116 | $5,561-79.9% | $13,028-91.4% | $4,296-74.0% |