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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 | $19,668 | $63,346-69.0% | $92,240-78.7% | $70,126-72.0% |
| Participation rate | 78.0% | 68.7%+9.4pp | 76.5%+1.6pp | 69.5%+8.5pp |
| Annual return | 10.85% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $4,657 | $2,471+88.4% | $3,680+26.6% | $2,343+98.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,092 | $3,841+6.5% | $5,194-21.2% | $4,645-11.9% |