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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 | $37,077 | $53,127-30.2% | $86,597-57.2% | $70,131-47.1% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 5.99% | 27.66%-21.7pp | 964.96%-959.0pp | 73.14%-67.1pp |
| Employer contribution / active EE | $4,901 | $2,068+137.0% | $2,840+72.6% | $2,342+109.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,249 | $3,585-37.3% | $4,906-54.2% | $4,645-51.6% |