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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 | $26,932 | $51,606-47.8% | $129,339-79.2% | $80,911-66.7% |
| Participation rate | 90.2% | 57.0%+33.2pp | 69.6%+20.6pp | 67.6%+22.5pp |
| Annual return | 11.06% | 20.76%-9.7pp | 9437.05%-9426.0pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,406 | $1,582-11.1% | $4,154-66.2% | $2,756-49.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,217 | $4,310-71.8% | $7,668-84.1% | $6,935-82.5% |