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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 | $26,875 | $85,171-68.4% | $172,752-84.4% | $72,975-63.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.56% | 27.32%-22.8pp | 802.97%-798.4pp | 81.01%-76.5pp |
| Employer contribution / active EE | $2,274 | $3,324-31.6% | $5,144-55.8% | $2,440-6.8% |
| Participant deferral / active EE | $2,046 | $3,260-37.2% | $5,198-60.6% | $3,608-43.3% |
| Admin fee / account holder | $4,877 | $5,880-17.1% | $13,955-65.1% | $5,124-4.8% |