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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 | $17,813 | $68,681-74.1% | $86,615-79.4% | $85,847-79.3% |
| Participation rate | 89.9% | 66.4%+23.5pp | 71.6%+18.2pp | 69.3%+20.5pp |
| Annual return | 9.39% | 20.12%-10.7pp | 63.51%-54.1pp | 318.61%-309.2pp |
| Employer contribution / active EE | $3,606 | $1,880+91.8% | $2,496+44.5% | $2,565+40.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,143 | $5,974-80.9% | $5,830-80.4% | $6,261-81.7% |