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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 | $16,317 | $80,812-79.8% | $160,784-89.9% | $82,448-80.2% |
| Participation rate | 97.6% | 66.2%+31.3pp | 77.0%+20.6pp | 68.1%+29.5pp |
| Annual return | 9.69% | 100.59%-90.9pp | 1803.92%-1794.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $878 | $2,174-59.6% | $3,733-76.5% | $2,551-65.6% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,022 | $7,695-86.7% | $9,717-89.5% | $7,234-85.9% |