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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 | $15,783 | $85,171-81.5% | $172,752-90.9% | $72,975-78.4% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 11.31% | 27.32%-16.0pp | 802.97%-791.7pp | 81.01%-69.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $972 | $3,260-70.2% | $5,198-81.3% | $3,608-73.1% |
| Admin fee / account holder | $542 | $5,880-90.8% | $13,955-96.1% | $5,124-89.4% |