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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 | $24,467 | $55,457-55.9% | $77,361-68.4% | $94,015-74.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.95% | 15.57%-6.6pp | 1011.54%-1002.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $2,312 | $2,255+2.5% | $2,990-22.7% | $2,790-17.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,514 | $4,334-18.9% | $5,894-40.4% | $8,951-60.7% |