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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 | $19,945 | $103,000-80.6% | $90,300-77.9% | $152,885-87.0% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.5%+8.9pp |
| Annual return | 4.36% | 95.19%-90.8pp | 78.11%-73.8pp | 345.39%-341.0pp |
| Employer contribution / active EE | $1,069 | $3,138-65.9% | $2,854-62.5% | $4,763-77.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,758 | $6,173-39.1% | $5,353-29.8% | $11,598-67.6% |