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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 | $15,852 | $95,406-83.4% | $185,849-91.5% | $85,847-81.5% |
| Participation rate | 94.2% | 68.8%+25.5pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 10.94% | 23.59%-12.6pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $4,231 | $3,314+27.7% | $5,169-18.1% | $2,565+64.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,109 | $7,214-84.6% | $16,244-93.2% | $6,261-82.3% |