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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 | $35,363 | $53,128-33.4% | $86,582-59.2% | $70,126-49.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.08% | 27.66%-21.6pp | 965.08%-959.0pp | 73.15%-67.1pp |
| Employer contribution / active EE | $1,782 | $2,068-13.8% | $2,839-37.3% | $2,343-23.9% |
| Participant deferral / active EE | $1,345 | $2,695-50.1% | $3,609-62.7% | $3,332-59.6% |
| Admin fee / account holder | $3,778 | $3,584+5.4% | $4,904-23.0% | $4,645-18.7% |