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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 | $13,791 | $47,479-71.0% | $62,929-78.1% | $82,448-83.3% |
| Participation rate | 82.1% | 66.9%+15.3pp | 73.1%+9.0pp | 68.1%+14.1pp |
| Annual return | 8.88% | 20.34%-11.5pp | 1063.93%-1055.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,526 | $1,885-19.0% | $2,505-39.1% | $2,551-40.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,030 | $3,804-20.3% | $5,065-40.2% | $7,234-58.1% |