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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 | $24,805 | $63,346-60.8% | $92,240-73.1% | $70,126-64.6% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 12.27% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $3,979 | $2,471+61.0% | $3,680+8.1% | $2,343+69.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $853 | $3,841-77.8% | $5,194-83.6% | $4,645-81.6% |