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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 | $33,806 | $85,171-60.3% | $172,753-80.4% | $72,976-53.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.60% | 27.32%-13.7pp | 803.00%-789.4pp | 81.02%-67.4pp |
| Employer contribution / active EE | $1,024 | $3,324-69.2% | $5,144-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $3,520 | $3,260+8.0% | $5,198-32.3% | $3,608-2.4% |
| Admin fee / account holder | $19,052 | $5,880+224.0% | $13,956+36.5% | $5,124+271.8% |