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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 | $38,224 | $53,063-28.0% | $124,206-69.2% | $82,637-53.7% |
| Participation rate | 96.8% | 58.4%+38.4pp | 69.6%+27.2pp | 68.1%+28.8pp |
| Annual return | 11.68% | 68.87%-57.2pp | 515.27%-503.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $3,091 | $1,530+102.0% | $3,540-12.7% | $2,552+21.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $734 | $4,281-82.9% | $5,929-87.6% | $7,339-90.0% |