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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 | $32,743 | $85,171-61.6% | $172,753-81.0% | $72,976-55.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.65% | 27.32%-24.7pp | 803.00%-800.3pp | 81.02%-78.4pp |
| Employer contribution / active EE | $1,297 | $3,324-61.0% | $5,144-74.8% | $2,440-46.9% |
| Participant deferral / active EE | $3,182 | $3,260-2.4% | $5,198-38.8% | $3,608-11.8% |
| Admin fee / account holder | $1,689 | $5,880-71.3% | $13,956-87.9% | $5,124-67.0% |