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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 | $15,862 | $85,171-81.4% | $172,752-90.8% | $72,975-78.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.32% | 27.32%-24.0pp | 802.97%-799.7pp | 81.01%-77.7pp |
| Employer contribution / active EE | $1,361 | $3,324-59.0% | $5,144-73.5% | $2,440-44.2% |
| Participant deferral / active EE | $1,436 | $3,260-55.9% | $5,198-72.4% | $3,608-60.2% |
| Admin fee / account holder | $1,675 | $5,880-71.5% | $13,955-88.0% | $5,124-67.3% |