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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 | $26,434 | $49,976-47.1% | $66,674-60.4% | $82,637-68.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 11.73% | 39.09%-27.4pp | 321.24%-309.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $2,823 | $1,988+42.0% | $2,620+7.8% | $2,552+10.6% |
| Participant deferral / active EE | $2,789 | $2,847-2.0% | $4,084-31.7% | $4,126-32.4% |
| Admin fee / account holder | $2,920 | $4,594-36.4% | $5,098-42.7% | $7,339-60.2% |