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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 | $15,643 | $85,171-81.6% | $172,752-90.9% | $72,975-78.6% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 3.50% | 27.32%-23.8pp | 802.97%-799.5pp | 81.01%-77.5pp |
| Employer contribution / active EE | $3,373 | $3,324+1.5% | $5,144-34.4% | $2,440+38.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,516 | $5,880-23.2% | $13,955-67.6% | $5,124-11.9% |