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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 | $33,837 | $50,554-33.1% | $67,681-50.0% | $87,485-61.3% |
| Participation rate | 98.1% | 67.7%+30.4pp | 73.7%+24.3pp | 68.9%+29.1pp |
| Annual return | 9.30% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $812 | $1,988-59.2% | $2,678-69.7% | $2,596-68.7% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,557 | $4,132-38.1% | $6,100-58.1% | $7,775-67.1% |