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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 | $31,875 | $102,385-68.9% | $147,080-78.3% | $80,935-60.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 7.60% | 135.09%-127.5pp | 420.17%-412.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $2,586 | $3,717-30.4% | $4,933-47.6% | $2,757-6.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,979 | $7,951-62.5% | $12,989-77.1% | $6,924-57.0% |