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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 | $33,314 | $49,976-33.3% | $66,674-50.0% | $82,637-59.7% |
| Participation rate | 87.5% | 63.1%+24.4pp | 73.7%+13.8pp | 68.1%+19.4pp |
| Annual return | 13.04% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,924 | $1,988+97.4% | $2,620+49.8% | $2,552+53.8% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,519 | $4,594-66.9% | $5,098-70.2% | $7,339-79.3% |