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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 | $20,523 | $56,431-63.6% | $130,788-84.3% | $87,485-76.5% |
| Participation rate | 75.8% | 58.9%+16.8pp | 70.1%+5.7pp | 68.9%+6.8pp |
| Annual return | 12.51% | 91.27%-78.8pp | 386.44%-373.9pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,235 | $1,549-20.3% | $3,558-65.3% | $2,596-52.4% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,835 | $4,433-36.1% | $6,673-57.5% | $7,775-63.5% |