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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 | $28,122 | $64,324-56.3% | $118,914-76.4% | $79,856-64.8% |
| Participation rate | 97.0% | 64.9%+32.1pp | 75.4%+21.6pp | 69.6%+27.3pp |
| Annual return | 5.33% | 86.45%-81.1pp | 35.89%-30.6pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,212 | $1,836-34.0% | $3,264-62.9% | $2,471-51.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $443 | $4,040-89.0% | $6,582-93.3% | $5,306-91.6% |