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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 | $20,966 | $91,198-77.0% | $178,503-88.3% | $79,856-73.7% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 4.66% | 24.20%-19.5pp | 151.12%-146.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $3,297 | $3,257+1.2% | $5,011-34.2% | $2,471+33.4% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $517 | $6,748-92.3% | $13,987-96.3% | $5,306-90.3% |