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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 | $32,564 | $85,766-62.0% | $136,298-76.1% | $70,126-53.6% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 10.66% | 31.46%-20.8pp | 5156.27%-5145.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,722 | $2,966-8.2% | $4,696-42.0% | $2,343+16.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,216 | $5,421-77.6% | $9,244-86.8% | $4,645-73.8% |