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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 | $26,987 | $65,566-58.8% | $86,235-68.7% | $75,177-64.1% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 3.96% | 46.07%-42.1pp | 1170.03%-1166.1pp | 160.75%-156.8pp |
| Employer contribution / active EE | $4,513 | $1,553+190.5% | $2,381+89.5% | $2,671+68.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,272 | $5,470-76.7% | $6,856-81.4% | $5,651-77.5% |