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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 | $25,931 | $45,050-42.4% | $63,018-58.9% | $70,126-63.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 4.18% | 18.76%-14.6pp | 87.62%-83.4pp | 73.15%-69.0pp |
| Employer contribution / active EE | $1,774 | $2,052-13.5% | $2,761-35.7% | $2,343-24.3% |
| Participant deferral / active EE | $1,140 | $2,466-53.7% | $3,330-65.8% | $3,332-65.8% |
| Admin fee / account holder | $1,515 | $2,834-46.5% | $3,601-57.9% | $4,645-67.4% |