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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 | $32,005 | $91,194-64.9% | $178,486-82.1% | $79,860-59.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.58% | 24.19%-14.6pp | 151.08%-141.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $5,316 | $3,256+63.3% | $5,011+6.1% | $2,471+115.2% |
| Participant deferral / active EE | $2,444 | $3,236-24.5% | $5,202-53.0% | $3,740-34.7% |
| Admin fee / account holder | $342 | $6,751-94.9% | $13,985-97.6% | $5,306-93.6% |