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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 | $53,063-61.3% | $124,206-83.5% | $82,637-75.2% |
| Participation rate | 75.8% | 58.4%+17.4pp | 69.6%+6.2pp | 68.1%+7.7pp |
| Annual return | 12.51% | 68.87%-56.4pp | 515.27%-502.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,235 | $1,530-19.3% | $3,540-65.1% | $2,552-51.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,835 | $4,281-33.8% | $5,929-52.2% | $7,339-61.4% |