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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 | $39,106 | $50,554-22.6% | $67,681-42.2% | $87,485-55.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.69% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,614 | $1,988+31.5% | $2,678-2.4% | $2,596+0.7% |
| Participant deferral / active EE | $1,699 | $2,961-42.6% | $3,976-57.3% | $4,274-60.2% |
| Admin fee / account holder | $1,022 | $4,132-75.3% | $6,100-83.3% | $7,775-86.9% |