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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 | $16,136 | $51,631-68.7% | $129,397-87.5% | $80,925-80.1% |
| Participation rate | 97.2% | 56.9%+40.3pp | 69.6%+27.6pp | 67.7%+29.6pp |
| Annual return | 11.04% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,366 | $1,583-13.7% | $4,154-67.1% | $2,756-50.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $327 | $4,309-92.4% | $7,679-95.7% | $6,940-95.3% |