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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 | $43,107 | $103,008-58.2% | $90,304-52.3% | $152,897-71.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 5.32% | 95.22%-89.9pp | 78.13%-72.8pp | 345.43%-340.1pp |
| Employer contribution / active EE | $1,178 | $3,139-62.5% | $2,855-58.7% | $4,764-75.3% |
| Participant deferral / active EE | $3,022 | $4,281-29.4% | $3,885-22.2% | $5,851-48.4% |
| Admin fee / account holder | $19,572 | $6,175+217.0% | $5,354+265.6% | $11,599+68.7% |