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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 | $12,894 | $48,053-73.2% | $84,628-84.8% | $72,975-82.3% |
| Participation rate | 98.6% | 57.6%+41.0pp | 68.2%+30.3pp | 69.5%+29.1pp |
| Annual return | 17.72% | 37.39%-19.7pp | 258.80%-241.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $7,120 | $1,602+344.5% | $2,653+168.4% | $2,440+191.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,836 | $3,395-16.5% | $4,914-42.3% | $5,124-44.6% |