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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 | $19,789 | $58,258-66.0% | $81,820-75.8% | $80,925-75.5% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.4%+23.2pp | 67.7%+27.9pp |
| Annual return | 8.59% | 41.76%-33.2pp | 777.93%-769.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $2,644 | $2,345+12.7% | $2,915-9.3% | $2,756-4.1% |
| Participant deferral / active EE | $1,545 | $3,284-53.0% | $4,323-64.3% | $4,299-64.1% |
| Admin fee / account holder | $414 | $4,976-91.7% | $7,391-94.4% | $6,940-94.0% |