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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 | $25,354 | $48,277-47.5% | $67,511-62.4% | $80,874-68.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 8.84% | 18.27%-9.4pp | 3517.41%-3508.6pp | 35.62%-26.8pp |
| Employer contribution / active EE | $4,020 | $2,021+98.9% | $2,733+47.1% | $2,756+45.9% |
| Participant deferral / active EE | $1,822 | $2,926-37.7% | $4,000-54.5% | $4,297-57.6% |
| Admin fee / account holder | $2,310 | $3,687-37.4% | $3,999-42.2% | $6,935-66.7% |