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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 | $36,809 | $100,041-63.2% | $149,718-75.4% | $70,131-47.5% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.1%+7.5pp | 69.5%+25.1pp |
| Annual return | 9.73% | 27.43%-17.7pp | 1501.67%-1491.9pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,174 | $3,662-67.9% | $5,445-78.4% | $2,342-49.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,017 | $8,286-87.7% | $11,283-91.0% | $4,645-78.1% |