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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 | $8,966 | $47,479-81.1% | $62,929-85.8% | $82,448-89.1% |
| Participation rate | 89.3% | 66.9%+22.5pp | 73.1%+16.2pp | 68.1%+21.3pp |
| Annual return | 9.22% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,415 | $1,885-24.9% | $2,505-43.5% | $2,551-44.5% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,642 | $3,804+74.6% | $5,065+31.2% | $7,234-8.2% |