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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 | $35,662 | $49,976-28.6% | $66,674-46.5% | $82,637-56.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 8.69% | 39.09%-30.4pp | 321.24%-312.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,327 | $1,988-33.3% | $2,620-49.4% | $2,552-48.0% |
| Participant deferral / active EE | $592 | $2,847-79.2% | $4,084-85.5% | $4,126-85.6% |
| Admin fee / account holder | $638 | $4,594-86.1% | $5,098-87.5% | $7,339-91.3% |