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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 | $40,980 | $47,479-13.7% | $62,929-34.9% | $82,448-50.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.21% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,431 | $1,885-24.1% | $2,505-42.9% | $2,551-43.9% |
| Participant deferral / active EE | $6,353 | $2,870+121.3% | $3,888+63.4% | $4,139+53.5% |
| Admin fee / account holder | $10,539 | $3,804+177.1% | $5,065+108.1% | $7,234+45.7% |