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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 | $38,936 | $48,364-19.5% | $71,796-45.8% | $62,881-38.1% |
| Participation rate | 96.2% | 60.6%+35.6pp | 69.1%+27.1pp | 69.3%+26.9pp |
| Annual return | 4.40% | 13.16%-8.8pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $5,230 | $1,042+402.0% | $1,924+171.8% | $2,281+129.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,784 | $3,771-52.7% | $4,815-63.0% | $4,296-58.5% |