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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 | $26,117 | $57,305-54.4% | $86,640-69.9% | $75,173-65.3% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | 12.16% | 2674.24%-2662.1pp | 592.52%-580.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $2,380 | $2,316+2.8% | $3,024-21.3% | $2,671-10.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,361 | $4,116-18.3% | $5,616-40.2% | $5,651-40.5% |