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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 | $26,204 | $64,324-59.3% | $118,946-78.0% | $79,858-67.2% |
| Participation rate | 97.3% | 64.9%+32.4pp | 75.4%+21.9pp | 69.6%+27.7pp |
| Annual return | 6.48% | 86.45%-80.0pp | 35.89%-29.4pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,865 | $1,836+1.6% | $3,263-42.9% | $2,471-24.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,593 | $4,040+63.2% | $6,581+0.2% | $5,306+24.3% |