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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 | $26,885 | $60,139-55.3% | $90,461-70.3% | $79,856-66.3% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 3.25% | 71.96%-68.7pp | 1294.76%-1291.5pp | 31.71%-28.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,259 | $2,939-57.2% | $3,964-68.2% | $3,741-66.3% |
| Admin fee / account holder | $10,767 | $3,978+170.7% | $5,617+91.7% | $5,306+102.9% |