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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 | $7,515 | $51,638-85.4% | $68,368-89.0% | $82,448-90.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.23% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,143 | $2,047-44.1% | $2,649-56.8% | $2,551-55.2% |
| Participant deferral / active EE | $1,842 | $2,914-36.8% | $4,123-55.3% | $4,139-55.5% |
| Admin fee / account holder | $1,238 | $4,643-73.3% | $5,150-76.0% | $7,234-82.9% |