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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 | $44,866 | $27,943+60.6% | $58,507-23.3% | $75,177-40.3% |
| Participation rate | 95.7% | 38.8%+56.9pp | 50.9%+44.9pp | 67.2%+28.5pp |
| Annual return | 8.50% | 44.22%-35.7pp | 4252.32%-4243.8pp | 160.75%-152.3pp |
| Employer contribution / active EE | $2,128 | $670+217.7% | $1,053+102.0% | $2,671-20.3% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,994 | $1,727+131.3% | $2,486+60.7% | $5,651-29.3% |