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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 | $21,541 | $49,896-56.8% | $80,627-73.3% | $75,173-71.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 8.39% | 34.67%-26.3pp | 936.76%-928.4pp | 160.72%-152.3pp |
| Employer contribution / active EE | $1,034 | $1,699-39.1% | $2,723-62.0% | $2,671-61.3% |
| Participant deferral / active EE | $1,500 | $2,992-49.9% | $4,443-66.2% | $4,126-63.7% |
| Admin fee / account holder | $7,248 | $3,578+102.6% | $5,381+34.7% | $5,651+28.3% |