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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 | $55,902-82.4% | $76,030-87.1% | $80,959-87.8% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.8pp | 67.7%+14.2pp |
| Annual return | 0.11% | 20.59%-20.5pp | 361.54%-361.4pp | 35.67%-35.6pp |
| Employer contribution / active EE | $2,891 | $1,867+54.8% | $2,688+7.6% | $2,757+4.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $27,052 | $5,239+416.3% | $6,421+321.3% | $6,925+290.6% |