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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 | $15,164 | $53,128-71.5% | $86,582-82.5% | $70,126-78.4% |
| Participation rate | 84.1% | 65.3%+18.8pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 9.03% | 27.66%-18.6pp | 965.08%-956.1pp | 73.15%-64.1pp |
| Employer contribution / active EE | $2,788 | $2,068+34.8% | $2,839-1.8% | $2,343+19.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,147 | $3,584-40.1% | $4,904-56.2% | $4,645-53.8% |