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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 | $21,202 | $91,179-76.7% | $178,499-88.1% | $79,852-73.4% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 0.76% | 24.19%-23.4pp | 151.10%-150.3pp | 31.72%-31.0pp |
| Employer contribution / active EE | $1,274 | $3,256-60.9% | $5,011-74.6% | $2,471-48.4% |
| Participant deferral / active EE | $4,996 | $3,236+54.4% | $5,202-4.0% | $3,740+33.6% |
| Admin fee / account holder | $1,028 | $6,749-84.8% | $13,986-92.6% | $5,306-80.6% |