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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 | $48,337-47.5% | $67,560-62.5% | $80,959-68.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.84% | 18.26%-9.4pp | 3533.50%-3524.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $4,020 | $2,023+98.7% | $2,737+46.9% | $2,757+45.8% |
| Participant deferral / active EE | $1,822 | $2,928-37.8% | $4,004-54.5% | $4,300-57.6% |
| Admin fee / account holder | $2,310 | $3,695-37.5% | $3,994-42.2% | $6,925-66.6% |