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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 | $31,288 | $53,837-41.9% | $75,717-58.7% | $85,856-63.6% |
| Participation rate | 96.8% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.5pp |
| Annual return | 11.18% | 24.54%-13.4pp | 104.58%-93.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $756 | $2,017-62.5% | $2,743-72.4% | $2,565-70.5% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,097 | $3,341-37.2% | $3,619-42.1% | $6,261-66.5% |