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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 | $22,193 | $60,139-63.1% | $90,461-75.5% | $79,856-72.2% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.5pp |
| Annual return | 8.44% | 71.96%-63.5pp | 1294.76%-1286.3pp | 31.71%-23.3pp |
| Employer contribution / active EE | $508 | $2,069-75.5% | $3,264-84.4% | $2,471-79.5% |
| Participant deferral / active EE | $925 | $2,939-68.5% | $3,964-76.7% | $3,741-75.3% |
| Admin fee / account holder | $1,458 | $3,978-63.4% | $5,617-74.0% | $5,306-72.5% |