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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 | $36,114 | $27,924+29.3% | $58,544-38.3% | $75,181-52.0% |
| Participation rate | 96.1% | 38.8%+57.2pp | 50.9%+45.2pp | 67.2%+28.9pp |
| Annual return | 5.32% | 44.20%-38.9pp | 4249.56%-4244.2pp | 160.69%-155.4pp |
| Employer contribution / active EE | $3,922 | $669+486.1% | $1,053+272.4% | $2,671+46.8% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $993 | $1,726-42.5% | $2,520-60.6% | $5,650-82.4% |