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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 | $47,903 | $34,316+39.6% | $74,723-35.9% | $72,976-34.4% |
| Participation rate | 95.1% | 42.4%+52.7pp | 54.5%+40.7pp | 69.5%+25.6pp |
| Annual return | 11.04% | 26.58%-15.5pp | 753.18%-742.1pp | 81.02%-70.0pp |
| Employer contribution / active EE | $488 | $692-29.5% | $1,084-55.0% | $2,440-80.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,168 | $2,125-45.0% | $3,335-65.0% | $5,124-77.2% |