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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 | $36,004 | $85,171-57.7% | $172,753-79.2% | $72,976-50.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.31% | 27.32%-21.0pp | 803.00%-796.7pp | 81.02%-74.7pp |
| Employer contribution / active EE | $1,827 | $3,324-45.0% | $5,144-64.5% | $2,440-25.1% |
| Participant deferral / active EE | $1,338 | $3,260-58.9% | $5,198-74.3% | $3,608-62.9% |
| Admin fee / account holder | $817 | $5,880-86.1% | $13,956-94.1% | $5,124-84.1% |