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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 | $14,820 | $84,233-82.4% | $170,436-91.3% | $70,131-78.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.84% | 23.06%-15.2pp | 205.94%-198.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,101 | $3,387-67.5% | $5,433-79.7% | $2,342-53.0% |
| Participant deferral / active EE | $1,032 | $3,086-66.5% | $4,939-79.1% | $3,332-69.0% |
| Admin fee / account holder | $3,340 | $5,698-41.4% | $13,880-75.9% | $4,645-28.1% |