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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 | $26,419 | $85,171-69.0% | $172,753-84.7% | $72,976-63.8% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 2.88% | 27.32%-24.4pp | 803.00%-800.1pp | 81.02%-78.1pp |
| Employer contribution / active EE | $1,728 | $3,324-48.0% | $5,144-66.4% | $2,440-29.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,517 | $5,880-74.2% | $13,956-89.1% | $5,124-70.4% |