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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 | $26,556 | $48,011-44.7% | $63,803-58.4% | $82,637-67.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 2.22% | 19.84%-17.6pp | 543.72%-541.5pp | 53.51%-51.3pp |
| Employer contribution / active EE | $1,306 | $1,904-31.4% | $2,532-48.4% | $2,552-48.8% |
| Participant deferral / active EE | $2,370 | $2,846-16.7% | $3,843-38.3% | $4,126-42.6% |
| Admin fee / account holder | $2,620 | $3,873-32.4% | $5,196-49.6% | $7,339-64.3% |