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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 | $23,393 | $72,177-67.6% | $115,038-79.7% | $59,633-60.8% |
| Participation rate | 98.1% | 72.6%+25.6pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | -6.17% | 12.02%-18.2pp | 26.14%-32.3pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $4,889 | $2,841+72.1% | $4,608+6.1% | $2,203+122.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,199 | $4,927-75.7% | $8,175-85.3% | $4,297-72.1% |