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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 | $21,558 | $85,171-74.7% | $172,752-87.5% | $72,975-70.5% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 1.65% | 27.32%-25.7pp | 802.97%-801.3pp | 81.01%-79.4pp |
| Employer contribution / active EE | $1,673 | $3,324-49.7% | $5,144-67.5% | $2,440-31.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,043 | $5,880-82.3% | $13,955-92.5% | $5,124-79.6% |