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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 | $15,299 | $84,236-81.8% | $170,435-91.0% | $70,126-78.2% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 5.98% | 23.06%-17.1pp | 205.94%-200.0pp | 73.15%-67.2pp |
| Employer contribution / active EE | $1,226 | $3,387-63.8% | $5,432-77.4% | $2,343-47.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $932 | $5,698-83.6% | $13,881-93.3% | $4,645-79.9% |