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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 | $42,400 | $49,897-15.0% | $80,648-47.4% | $75,177-43.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 12.30% | 34.68%-22.4pp | 937.21%-924.9pp | 160.75%-148.5pp |
| Employer contribution / active EE | $1,596 | $1,699-6.1% | $2,724-41.4% | $2,671-40.2% |
| Participant deferral / active EE | $2,975 | $2,992-0.6% | $4,443-33.0% | $4,126-27.9% |
| Admin fee / account holder | $20,507 | $3,579+473.0% | $5,382+281.0% | $5,651+262.9% |