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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 | $25,300 | $60,139-57.9% | $90,461-72.0% | $79,856-68.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.40% | 71.96%-69.6pp | 1294.76%-1292.4pp | 31.71%-29.3pp |
| Employer contribution / active EE | $263 | $2,069-87.3% | $3,264-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $1,636 | $2,939-44.3% | $3,964-58.7% | $3,741-56.3% |
| Admin fee / account holder | $2,988 | $3,978-24.9% | $5,617-46.8% | $5,306-43.7% |