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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 | $15,108 | $77,638-80.5% | $156,551-90.3% | $62,881-76.0% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 0.28% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $3,702 | $3,444+7.5% | $5,501-32.7% | $2,281+62.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,804 | $5,561-67.6% | $13,028-86.2% | $4,296-58.0% |