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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 | $24,061 | $56,060-57.1% | $76,002-68.3% | $80,874-70.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 8.30% | 20.54%-12.2pp | 360.07%-351.8pp | 35.62%-27.3pp |
| Employer contribution / active EE | $2,416 | $1,873+29.0% | $2,688-10.1% | $2,756-12.3% |
| Participant deferral / active EE | $3,548 | $3,051+16.3% | $4,257-16.6% | $4,297-17.4% |
| Admin fee / account holder | $1,080 | $5,237-79.4% | $6,414-83.2% | $6,935-84.4% |