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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 | $13,102 | $60,139-78.2% | $90,461-85.5% | $79,856-83.6% |
| Participation rate | 70.3% | 65.0%+5.3pp | 72.7%-2.4pp | 69.6%+0.7pp |
| Annual return | 1.22% | 71.96%-70.7pp | 1294.76%-1293.5pp | 31.71%-30.5pp |
| Employer contribution / active EE | $612 | $2,069-70.4% | $3,264-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $784 | $2,939-73.3% | $3,964-80.2% | $3,741-79.1% |
| Admin fee / account holder | $780 | $3,978-80.4% | $5,617-86.1% | $5,306-85.3% |