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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 | $9,841 | $55,930-82.4% | $76,089-87.1% | $80,925-87.8% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.7pp | 67.7%+14.2pp |
| Annual return | 0.11% | 20.58%-20.5pp | 360.94%-360.8pp | 35.65%-35.5pp |
| Employer contribution / active EE | $2,891 | $1,866+54.9% | $2,690+7.5% | $2,756+4.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $27,052 | $5,241+416.2% | $6,418+321.5% | $6,940+289.8% |