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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 | $25,559 | $49,239-48.1% | $70,462-63.7% | $79,858-68.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.66% | 30.08%-26.4pp | 109.08%-105.4pp | 31.72%-28.1pp |
| Employer contribution / active EE | $3,246 | $2,100+54.6% | $2,737+18.6% | $2,471+31.4% |
| Participant deferral / active EE | $2,215 | $2,769-20.0% | $3,710-40.3% | $3,740-40.8% |
| Admin fee / account holder | $5,718 | $2,876+98.8% | $3,845+48.7% | $5,306+7.8% |