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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% | $86,200-68.7% | $75,173-64.1% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 3.96% | 46.06%-42.1pp | 1168.58%-1164.6pp | 160.65%-156.7pp |
| Employer contribution / active EE | $4,513 | $1,553+190.6% | $2,381+89.6% | $2,670+69.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,272 | $5,475-76.8% | $6,853-81.4% | $5,651-77.5% |