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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 | $56,063-73.1% | $76,051-80.2% | $80,911-81.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 4.41% | 20.54%-16.1pp | 360.42%-356.0pp | 35.63%-31.2pp |
| Employer contribution / active EE | $1,610 | $1,874-14.1% | $2,690-40.1% | $2,756-41.6% |
| Participant deferral / active EE | $1,907 | $3,052-37.5% | $4,257-55.2% | $4,297-55.6% |
| Admin fee / account holder | $2,408 | $5,240-54.0% | $6,416-62.5% | $6,935-65.3% |