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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 | $60,119-78.2% | $90,430-85.5% | $79,858-83.6% |
| Participation rate | 70.3% | 65.0%+5.3pp | 72.7%-2.4pp | 69.6%+0.7pp |
| Annual return | 1.22% | 71.94%-70.7pp | 1293.73%-1292.5pp | 31.72%-30.5pp |
| Employer contribution / active EE | $612 | $2,068-70.4% | $3,262-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $784 | $2,938-73.3% | $3,963-80.2% | $3,740-79.1% |
| Admin fee / account holder | $780 | $3,976-80.4% | $5,613-86.1% | $5,306-85.3% |