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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 | $32,000 | $63,346-49.5% | $92,240-65.3% | $70,126-54.4% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 4.29% | 530.19%-525.9pp | 176.29%-172.0pp | 73.15%-68.9pp |
| Employer contribution / active EE | $3,333 | $2,471+34.9% | $3,680-9.4% | $2,343+42.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,490 | $3,841-61.2% | $5,194-71.3% | $4,645-67.9% |