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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 | $56,431-32.3% | $130,788-70.8% | $87,485-56.3% |
| Participation rate | 96.8% | 58.9%+37.9pp | 70.1%+26.7pp | 68.9%+27.9pp |
| Annual return | 11.68% | 91.27%-79.6pp | 386.44%-374.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,091 | $1,549+99.5% | $3,558-13.1% | $2,596+19.0% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $734 | $4,433-83.4% | $6,673-89.0% | $7,775-90.6% |