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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 | $19,502 | $103,038-81.1% | $90,324-78.4% | $152,909-87.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 5.63% | 95.25%-89.6pp | 78.15%-72.5pp | 345.46%-339.8pp |
| Employer contribution / active EE | $2,154 | $3,141-31.4% | $2,856-24.6% | $4,764-54.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $453 | $6,177-92.7% | $5,356-91.5% | $11,601-96.1% |