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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 | $27,766 | $89,370-68.9% | $141,197-80.3% | $72,976-62.0% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 5.92% | 111.88%-106.0pp | 71.41%-65.5pp | 81.02%-75.1pp |
| Employer contribution / active EE | $2,613 | $3,115-16.1% | $4,736-44.8% | $2,440+7.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,979 | $5,957-66.8% | $10,265-80.7% | $5,124-61.4% |