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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 | $30,182 | $56,116-46.2% | $135,768-77.8% | $86,983-65.3% |
| Participation rate | 94.4% | 60.1%+34.3pp | 71.1%+23.4pp | 69.5%+24.9pp |
| Annual return | 10.53% | 125.33%-114.8pp | 526.10%-515.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $2,684 | $1,528+75.6% | $3,394-20.9% | $2,584+3.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,686 | $4,314-60.9% | $7,048-76.1% | $7,856-78.5% |