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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 | $19,409 | $60,139-67.7% | $90,461-78.5% | $79,856-75.7% |
| Participation rate | 76.3% | 65.0%+11.3pp | 72.7%+3.6pp | 69.6%+6.7pp |
| Annual return | 2.55% | 71.96%-69.4pp | 1294.76%-1292.2pp | 31.71%-29.2pp |
| Employer contribution / active EE | $727 | $2,069-64.8% | $3,264-77.7% | $2,471-70.6% |
| Participant deferral / active EE | $2,949 | $2,939+0.4% | $3,964-25.6% | $3,741-21.2% |
| Admin fee / account holder | $935 | $3,978-76.5% | $5,617-83.4% | $5,306-82.4% |