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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 | $26,026 | $65,434-60.2% | $98,483-73.6% | $85,847-69.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.80% | 21.75%-12.9pp | 1494.38%-1485.6pp | 318.61%-309.8pp |
| Employer contribution / active EE | $2,035 | $2,169-6.2% | $2,961-31.3% | $2,565-20.7% |
| Participant deferral / active EE | $2,238 | $3,168-29.3% | $4,276-47.7% | $3,952-43.4% |
| Admin fee / account holder | $2,473 | $4,595-46.2% | $5,953-58.5% | $6,261-60.5% |