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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 | $34,777 | $48,011-27.6% | $63,803-45.5% | $82,637-57.9% |
| Participation rate | 97.0% | 66.6%+30.4pp | 72.7%+24.3pp | 68.1%+28.9pp |
| Annual return | 10.99% | 19.84%-8.9pp | 543.72%-532.7pp | 53.51%-42.5pp |
| Employer contribution / active EE | $3,226 | $1,904+69.5% | $2,532+27.4% | $2,552+26.4% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $584 | $3,873-84.9% | $5,196-88.8% | $7,339-92.0% |