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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 | $29,398 | $85,169-65.5% | $172,755-83.0% | $72,983-59.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.54% | 27.32%-22.8pp | 802.94%-798.4pp | 81.01%-76.5pp |
| Employer contribution / active EE | $1,350 | $3,324-59.4% | $5,144-73.8% | $2,440-44.7% |
| Participant deferral / active EE | $2,960 | $3,260-9.2% | $5,198-43.1% | $3,608-18.0% |
| Admin fee / account holder | $374 | $5,880-93.6% | $13,955-97.3% | $5,124-92.7% |