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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 | $31,421 | $48,011-34.6% | $63,803-50.8% | $82,637-62.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.15% | 19.84%-9.7pp | 543.72%-533.6pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,569 | $1,904-17.6% | $2,532-38.0% | $2,552-38.5% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $815 | $3,873-79.0% | $5,196-84.3% | $7,339-88.9% |