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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 | $29,677 | $56,431-47.4% | $130,788-77.3% | $87,485-66.1% |
| Participation rate | 94.9% | 58.9%+35.9pp | 70.1%+24.8pp | 68.9%+25.9pp |
| Annual return | 5.99% | 91.27%-85.3pp | 386.44%-380.4pp | 26.06%-20.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,451 | $2,749-10.9% | $4,137-40.8% | $4,274-42.6% |
| Admin fee / account holder | $6,598 | $4,433+48.9% | $6,673-1.1% | $7,775-15.1% |