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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 | $25,656 | $48,570-47.2% | $130,660-80.4% | $72,975-64.8% |
| Participation rate | 96.2% | 58.6%+37.6pp | 71.7%+24.4pp | 69.5%+26.7pp |
| Annual return | 7.06% | 38.63%-31.6pp | 1709.29%-1702.2pp | 81.01%-73.9pp |
| Employer contribution / active EE | $1,324 | $1,334-0.8% | $4,092-67.6% | $2,440-45.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,052 | $3,549+14.2% | $5,463-25.8% | $5,124-20.9% |