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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 | $15,055 | $55,902-73.1% | $76,030-80.2% | $80,959-81.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 4.41% | 20.59%-16.2pp | 361.54%-357.1pp | 35.67%-31.3pp |
| Employer contribution / active EE | $1,610 | $1,867-13.8% | $2,688-40.1% | $2,757-41.6% |
| Participant deferral / active EE | $1,907 | $3,051-37.5% | $4,257-55.2% | $4,300-55.6% |
| Admin fee / account holder | $2,408 | $5,239-54.0% | $6,421-62.5% | $6,925-65.2% |