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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 | $50,554-18.9% | $67,681-39.5% | $87,485-53.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.21% | 17.81%-8.6pp | 590.58%-581.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,431 | $1,988-28.0% | $2,678-46.6% | $2,596-44.9% |
| Participant deferral / active EE | $6,353 | $2,961+114.5% | $3,976+59.8% | $4,274+48.7% |
| Admin fee / account holder | $10,539 | $4,132+155.0% | $6,100+72.8% | $7,775+35.6% |