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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 | $51,184-48.1% | $66,439-60.0% | $86,983-69.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 2.22% | 17.07%-14.9pp | 757.66%-755.4pp | 25.83%-23.6pp |
| Employer contribution / active EE | $1,306 | $2,023-35.4% | $2,637-50.5% | $2,584-49.5% |
| Participant deferral / active EE | $2,370 | $2,927-19.0% | $3,876-38.9% | $4,194-43.5% |
| Admin fee / account holder | $2,620 | $4,154-36.9% | $6,173-57.6% | $7,856-66.7% |