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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 | $24,669 | $49,897-50.6% | $80,648-69.4% | $75,177-67.2% |
| Participation rate | 79.1% | 55.3%+23.7pp | 67.0%+12.1pp | 67.2%+11.9pp |
| Annual return | 12.31% | 34.68%-22.4pp | 937.21%-924.9pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,404 | $1,699-17.4% | $2,724-48.5% | $2,671-47.4% |
| Participant deferral / active EE | $1,404 | $2,992-53.1% | $4,443-68.4% | $4,126-66.0% |
| Admin fee / account holder | $2,027 | $3,579-43.3% | $5,382-62.3% | $5,651-64.1% |