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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 | $53,063-43.1% | $124,206-75.7% | $82,637-63.5% |
| Participation rate | 94.4% | 58.4%+36.0pp | 69.6%+24.9pp | 68.1%+26.4pp |
| Annual return | 10.53% | 68.87%-58.3pp | 515.27%-504.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,684 | $1,530+75.4% | $3,540-24.2% | $2,552+5.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,686 | $4,281-60.6% | $5,929-71.6% | $7,339-77.0% |