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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 | $65,883 | $61,125+7.8% | $94,057-30.0% | $87,485-24.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 8.16% | 35.20%-27.0pp | 480.62%-472.5pp | 26.06%-17.9pp |
| Employer contribution / active EE | $360 | $2,136-83.1% | $2,933-87.7% | $2,596-86.1% |
| Participant deferral / active EE | $889 | $3,260-72.7% | $4,709-81.1% | $4,274-79.2% |
| Admin fee / account holder | $3,237 | $5,629-42.5% | $7,244-55.3% | $7,775-58.4% |